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 $495,345. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,377
Previous 2,985 46.63%
Holding current value
$495,345
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
271
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
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