News + Filings Holdings
|
9258 Wealth Management, LLC
> VO
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VANGUARD INDEX FDS MID CAP | VO | 16,967 | -15,880 | 3,735,461,000 | -3,192,693,000 | $220,160.37 |
| 03/31/2023 | VANGUARD INDEX FDS MID CAP | VO | 32,847 | 2,342 | 6,928,154,000 | 710,876,000 | $210,921.97 |
| 12/31/2022 | VANGUARD INDEX FDS MID CAP | VO | 30,505 | 7,510 | 6,217,278,000 | 6,212,955,000 | $203,811.77 |
| 09/30/2022 | VANGUARD INDEX FDS MID CAP | VO | 22,995 | 10,781 | 4,323,000 | 1,917,000 | $188.00 |
| 06/30/2022 | VANGUARD INDEX FDS MID CAP | VO | 12,214 | 9,060 | 2,406,000 | 1,656,000 | $196.99 |
| 03/31/2022 | VANGUARD INDEX FDS MID CAP | VO | 3,154 | 1,337 | 750,000 | 287,000 | $237.79 |
| 12/31/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,817 | 262 | 463,000 | 95,000 | $254.82 |
| 09/30/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,555 | 0 | 368,000 | -1,000 | $236.66 |
| 06/30/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,555 | 175 | 369,000 | 64,000 | $237.30 |
| 03/31/2021 | VANGUARD INDEX FDS MID CAP | VO | 1,380 | 0 | 305,000 | 20,000 | $221.01 |
| 12/31/2020 | VANGUARD INDEX FDS MID CAP | VO | 1,380 | -29 | 285,000 | 37,000 | $206.52 |
| 09/30/2020 | VANGUARD INDEX FDS MID CAP | VO | 1,409 | -300 | 248,000 | -32,000 | $176.01 |
| 06/30/2020 | VANGUARD INDEX FDS MID CAP | VO | 1,709 | 0 | 280,000 | 25,000 | $163.84 |
| 03/31/2020 | VANGUARD INDEX FDS MID CAP | VO | 1,709 | -200 | 255,000 | -85,000 | $149.21 |
| 12/31/2019 | VANGUARD INDEX FDS MID CAP | VO | 1,909 | 1,909 | 340,000 | 340,000 | $178.10 |
| << Prev Next >> |
|