49 Wealth Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

49 Wealth Management, LLC

  • $939 Billion
  • Q2 2025

A detailed history of 49 Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 2,183 shares of IVOO stock, worth $242,924. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,183
Previous 2,175 0.37%
Holding current value
$242,924
Previous $215 Million 6.72%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$86.58 - $104.98 $692 - $839
8 Added 0.37%
2,183 $229 Million
Q1 2025

Apr 30, 2025
BUY
$96.85 - $111.39 $677 - $779
7 Added 0.32%
2,175 $215 Million
Q4 2023

May 07, 2024
BUY
$78.64 - $94.88 $170,491 - $205,699
2,168 New
2,168 $204 Million

Others Institutions Holding IVOO

# of Institutions
305
Shares Held
13.6M
Call Options Held
3K
Put Options Held
100
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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