Wealthspire Advisors, LLC Vanguard Mid Cap ETF Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 551,127 shares of VO stock, worth $148 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

551,127

Previous 540,403 1.98%

Holding current value

$148 Million

Previous $131 Million 11.14%

% of portfolio

1.5%

Previous 1.68%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $2.55 Million - $2.83 Million	10,724 Added 1.98%	551,127 $145 Million
Q2 2024 Aug 08, 2024	SELL	$234.99 - $248.98 $1.96 Million - $2.07 Million	-8,325 Reduced 1.52%	540,403 $131 Million
Q1 2024 May 06, 2024	SELL	$225.86 - $249.86 $2.07 Million - $2.29 Million	-9,149 Reduced 1.64%	548,728 $137 Million
Q4 2023 Feb 06, 2024	BUY	$195.66 - $233.95 $319,904 - $382,508	1,635 Added 0.29%	557,877 $130 Million
Q3 2023 Nov 06, 2023	SELL	$206.6 - $228.23 $171,271 - $189,202	-829 Reduced 0.15%	556,242 $116 Million
Q2 2023 Jul 31, 2023	BUY	$203.43 - $220.16 $26,039 - $28,180	128 Added 0.02%	557,071 $123 Million
Q1 2023 May 09, 2023	BUY	$200.2 - $225.98 $797,997 - $900,756	3,986 Added 0.72%	556,943 $117 Million
Q4 2022 Feb 13, 2023	BUY	$186.57 - $217.26 $4.97 Million - $5.79 Million	26,655 Added 5.06%	552,957 $113 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $9.46 Million - $11.5 Million	50,351 Added 10.58%	526,302 $98.9 Million
Q2 2022 Aug 09, 2022	BUY	$190.36 - $240.41 $4.08 Million - $5.15 Million	21,428 Added 4.71%	475,951 $93.7 Million
Q1 2022 May 09, 2022	BUY	$219.86 - $253.39 $15.5 Million - $17.9 Million	70,677 Added 18.41%	454,523 $108 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $4.59 Million - $5.06 Million	19,363 Added 5.31%	383,846 $97.8 Million
Q3 2021 Nov 15, 2021	SELL	$229.88 - $249.8 $4.1 Million - $4.45 Million	-17,834 Reduced 4.66%	364,483 $86.3 Million
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $656,296 - $700,455	2,940 Added 0.77%	382,317 $90.7 Million
Q1 2021 May 17, 2021	SELL	$203.74 - $225.89 $897,270 - $994,819	-4,404 Reduced 1.15%	379,377 $84 Million
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $60.5 Million - $71.5 Million	343,252 Added 846.93%	383,781 $79.4 Million
Q3 2020 Nov 16, 2020	BUY	$164.39 - $185.0 $226,529 - $254,930	1,378 Added 3.52%	40,529 $7.14 Million
Q2 2020 Aug 14, 2020	SELL	$124.34 - $175.42 $41.4 Million - $58.5 Million	-333,311 Reduced 89.49%	39,151 $6.42 Million
Q1 2020 May 12, 2020	BUY	$112.37 - $186.27 $41.9 Million - $69.4 Million	372,462 New	372,462 $49 Million
Q1 2019 May 08, 2019	SELL	N/A	-240 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	240 New	240 $33,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Vanguard Mid Cap ETF Transaction History