A detailed history of Western Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,856 shares of VO stock, worth $2.11 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,856
Previous 6,502 20.82%
Holding current value
$2.11 Million
Previous $1.57 Million 31.64%
% of portfolio
0.12%
Previous 0.12%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$237.84 - $263.83 $322,035 - $357,225
1,354 Added 20.82%
7,856 $2.07 Million
Q2 2024

Jul 19, 2024

BUY
$234.99 - $248.98 $334,625 - $354,547
1,424 Added 28.04%
6,502 $1.57 Million
Q1 2024

May 02, 2024

SELL
$225.86 - $249.86 $349,631 - $386,783
-1,548 Reduced 23.36%
5,078 $1.27 Million
Q4 2023

Jan 31, 2024

BUY
$195.66 - $233.95 $215,812 - $258,046
1,103 Added 19.97%
6,626 $1.54 Million
Q3 2023

Nov 07, 2023

BUY
$206.6 - $228.23 $20,660 - $22,823
100 Added 1.84%
5,523 $1.15 Million
Q2 2023

Aug 30, 2023

SELL
$203.43 - $220.16 $41,499 - $44,912
-204 Reduced 3.63%
5,423 $1.19 Million
Q1 2023

Aug 30, 2023

SELL
$200.2 - $225.98 $12,812 - $14,462
-64 Reduced 1.12%
5,627 $1.19 Million
Q4 2022

Feb 02, 2023

SELL
$186.57 - $217.26 $568,665 - $662,208
-3,048 Reduced 34.88%
5,691 $1.16 Million
Q3 2022

Nov 04, 2022

BUY
$187.98 - $227.42 $553,225 - $669,297
2,943 Added 50.78%
8,739 $1.67 Million
Q2 2022

Jul 18, 2022

BUY
$190.36 - $240.41 $23,223 - $29,330
122 Added 2.15%
5,796 $1.15 Million
Q1 2022

May 10, 2022

BUY
$219.86 - $253.39 $670,792 - $773,092
3,051 Added 116.32%
5,674 $1.35 Million
Q4 2021

Feb 14, 2022

BUY
$236.98 - $261.2 $123,703 - $136,346
522 Added 24.85%
2,623 $672,000
Q2 2021

Aug 09, 2021

BUY
$223.23 - $238.25 $242,204 - $258,501
1,085 Added 106.79%
2,101 $497,000
Q4 2020

Feb 10, 2021

SELL
$176.14 - $208.21 $91,592 - $108,269
-520 Reduced 33.85%
1,016 $210,000
Q3 2020

Oct 27, 2020

BUY
$164.39 - $185.0 $4,602 - $5,180
28 Added 1.86%
1,536 $271,000
Q2 2020

Jul 20, 2020

BUY
$124.34 - $175.42 $187,504 - $264,533
1,508 New
1,508 $248,000
Q4 2019

Feb 10, 2020

SELL
$162.13 - $178.73 $212,066 - $233,778
-1,308 Closed
0 $0
Q3 2019

Nov 08, 2019

SELL
$166.82 - $169.81 $8,341 - $8,490
-50 Reduced 3.68%
1,308 $219,000
Q2 2019

Aug 06, 2019

BUY
N/A
1,358 New
1,358 $226,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.