Wmg Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Wmg Financial Advisors, LLC

$206 Million
Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,137 shares of VO stock, worth $305,921. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,137

Previous 1,157 1.73%

Holding current value

$305,921

Previous $280,000 6.79%

% of portfolio

0.14%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$237.84 - $263.83 $4,756 - $5,276	-20 Reduced 1.73%	1,137 $299,000
Q1 2024 May 07, 2024	SELL	$225.86 - $249.86 $25,748 - $28,484	-114 Reduced 8.97%	1,157 $289,000
Q4 2023 Feb 08, 2024	BUY	$195.66 - $233.95 $6,652 - $7,954	34 Added 2.75%	1,271 $295,000
Q2 2023 Aug 03, 2023	SELL	$203.43 - $220.16 $13,426 - $14,530	-66 Reduced 5.07%	1,237 $272,000
Q1 2023 Apr 18, 2023	SELL	$200.2 - $225.98 $23,023 - $25,987	-115 Reduced 8.11%	1,303 $274,000
Q4 2022 Feb 10, 2023	SELL	$186.57 - $217.26 $3,544 - $4,127	-19 Reduced 1.32%	1,418 $289,000
Q2 2022 Aug 08, 2022	BUY	$190.36 - $240.41 $8,185 - $10,337	43 Added 3.08%	1,437 $283,000
Q1 2022 Apr 18, 2022	BUY	$219.86 - $253.39 $32,539 - $37,501	148 Added 11.88%	1,394 $332,000
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $295,277 - $325,455	1,246 New	1,246 $319,000

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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Wmg Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History