Wmg Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

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 1,093 shares of VO stock, worth $313,614. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,093

Previous 1,093 -0.0%

Holding current value

$313,614

Previous $305,000 5.25%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$228.54 - $279.83 $3,428 - $4,197	-15 Reduced 1.35%	1,093 $305,000
Q1 2025 May 06, 2025	BUY	$251.87 - $277.95 $1,007 - $1,111	4 Added 0.36%	1,108 $286,000
Q4 2024 Feb 06, 2025	SELL	$261.5 - $284.63 $8,629 - $9,392	-33 Reduced 2.9%	1,104 $291,000
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

2,509

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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