A detailed history of Whelan Financial transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Whelan Financial holds 48,436 shares of VO stock, worth $13 Million. This represents 5.26% of its overall portfolio holdings.

Number of Shares
48,436
Previous 48,303 0.28%
Holding current value
$13 Million
Previous $11.7 Million 9.27%
% of portfolio
5.26%
Previous 5.22%

Shares

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

Oct 28, 2024

BUY
$237.84 - $263.83 $31,632 - $35,089
133 Added 0.28%
48,436 $12.8 Million
Q2 2024

Jul 29, 2024

BUY
$234.99 - $248.98 $22,324 - $23,653
95 Added 0.2%
48,303 $11.7 Million
Q1 2024

Apr 19, 2024

SELL
$225.86 - $249.86 $362,053 - $400,525
-1,603 Reduced 3.22%
48,208 $12 Million
Q4 2023

Jan 18, 2024

SELL
$195.66 - $233.95 $203,486 - $243,308
-1,040 Reduced 2.05%
49,811 $11.6 Million
Q3 2023

Oct 20, 2023

BUY
$206.6 - $228.23 $285,314 - $315,185
1,381 Added 2.79%
50,851 $10.6 Million
Q2 2023

Jul 18, 2023

BUY
$203.43 - $220.16 $11,798 - $12,769
58 Added 0.12%
49,470 $10.9 Million
Q1 2023

May 22, 2023

BUY
$200.2 - $225.98 $817,616 - $922,902
4,084 Added 9.01%
49,412 $10.4 Million
Q4 2022

Jan 17, 2023

SELL
$186.57 - $217.26 $135,636 - $157,948
-727 Reduced 1.58%
45,328 $0
Q3 2022

Oct 18, 2022

BUY
$187.98 - $227.42 $1.05 Million - $1.26 Million
5,561 Added 13.73%
46,055 $8.66 Million
Q2 2022

Jul 18, 2022

SELL
$190.36 - $240.41 $429,832 - $542,845
-2,258 Reduced 5.28%
40,494 $7.98 Million
Q1 2022

Apr 19, 2022

BUY
$219.86 - $253.39 $976,837 - $1.13 Million
4,443 Added 11.6%
42,752 $10.2 Million
Q4 2021

Jan 19, 2022

SELL
$236.98 - $261.2 $1.45 Million - $1.6 Million
-6,120 Reduced 13.77%
38,309 $9.76 Million
Q3 2021

Nov 29, 2021

BUY
$229.88 - $249.8 $10.2 Million - $11.1 Million
44,429 New
44,429 $10.5 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Whelan Financial Portfolio

Follow Whelan Financial 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 Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.