Bartlett & Co. Wealth Management LLC Vanguard S&P Mid Cap 400 Value Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 268 shares of IVOV stock, worth $27,727. This represents 0.0% of its overall portfolio holdings.

Number of Shares
268
Previous 268 -0.0%
Holding current value
$27,727
Previous $23.5 Million 9.32%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$83.94 - $90.83 $8,394 - $9,083
100 Added 59.52%
268 $23.5 Million
Q4 2023

Feb 14, 2024
BUY
$71.8 - $88.58 $12,062 - $14,881
168 New
168 $14.8 Million

Others Institutions Holding IVOV

# of Institutions
138
Shares Held
4.37M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
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