Ci Private Wealth, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024

A detailed history of Ci Private Wealth, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,377 shares of IVOO stock, worth $464,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,377
Previous 2,985 46.63%
Holding current value
$464,268
Previous $295,000 56.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$97.05 - $106.1 $135,093 - $147,691
1,392 Added 46.63%
4,377 $462,000
Q2 2024

Aug 13, 2024
BUY
$95.6 - $102.96 $60,228 - $64,864
630 Added 26.75%
2,985 $295,000
Q1 2024

May 09, 2024
BUY
$90.9 - $103.01 $3,454 - $3,914
38 Added 1.64%
2,355 $242,000
Q4 2023

Feb 09, 2024
SELL
$78.64 - $94.88 $7,392 - $8,918
-94 Reduced 3.9%
2,317 $217,000
Q3 2023

Nov 03, 2023
BUY
$83.66 - $92.16 $201,704 - $222,197
2,411 New
2,411 $203,000
Q1 2023

May 15, 2023
BUY
$80.26 - $183.76 $193,346 - $442,677
2,409 New
2,409 $203,000

Others Institutions Holding IVOO

# of Institutions
270
Shares Held
10.4M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC 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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email