Williams Jones Wealth Management, Llc. Vanguard Mid Cap ETF Transaction History

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 6,148 shares of VO stock, worth $1.76 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,148
Previous 6,148 -0.0%
Holding current value
$1.76 Million
Previous $1.72 Million 4.94%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$228.54 - $279.83 $105,585 - $129,281
-462 Reduced 6.99%
6,148 $1.72 Million
Q1 2025

May 15, 2025
BUY
$251.87 - $277.95 $107,800 - $118,962
428 Added 6.92%
6,610 $1.71 Million
Q4 2024

Feb 14, 2025
BUY
$261.5 - $284.63 $608,510 - $662,334
2,327 Added 60.36%
6,182 $1.63 Million
Q4 2023

Feb 14, 2024
SELL
$195.66 - $233.95 $452,170 - $540,658
-2,311 Reduced 37.48%
3,855 $896,000
Q3 2023

Nov 14, 2023
BUY
$206.6 - $228.23 $130,364 - $144,013
631 Added 11.4%
6,166 $1.28 Million
Q2 2023

Aug 14, 2023
SELL
$203.43 - $220.16 $2,034 - $2,201
-10 Reduced 0.18%
5,535 $1.22 Million
Q1 2023

May 15, 2023
BUY
$200.2 - $225.98 $107,107 - $120,899
535 Added 10.68%
5,545 $1.17 Million
Q4 2022

Feb 14, 2023
BUY
$186.57 - $217.26 $18,843 - $21,943
101 Added 2.06%
5,010 $1.02 Million
Q2 2022

Aug 15, 2022
SELL
$190.36 - $240.41 $7,995 - $10,097
-42 Reduced 0.85%
4,909 $967,000
Q1 2022

May 16, 2022
BUY
$219.86 - $253.39 $21,986 - $25,339
100 Added 2.06%
4,951 $1.18 Million
Q4 2021

Feb 14, 2022
BUY
$236.98 - $261.2 $4,028 - $4,440
17 Added 0.35%
4,851 $1.24 Million
Q3 2021

Nov 15, 2021
BUY
$229.88 - $249.8 $23,677 - $25,729
103 Added 2.18%
4,834 $1.14 Million
Q2 2021

Aug 16, 2021
BUY
$223.23 - $238.25 $223,230 - $238,250
1,000 Added 26.8%
4,731 $1.12 Million
Q3 2020

Nov 13, 2020
SELL
$164.39 - $185.0 $240,502 - $270,655
-1,463 Reduced 28.17%
3,731 $658,000
Q2 2020

Aug 14, 2020
SELL
$124.34 - $175.42 $132,422 - $186,822
-1,065 Reduced 17.02%
5,194 $851,000
Q3 2019

Nov 14, 2019
BUY
$166.82 - $169.81 $1.04 Million - $1.06 Million
6,259 New
6,259 $1.05 Million

Others Institutions Holding VO

# of Institutions
2,513
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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