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

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 3,013 shares of IVOO stock, worth $318,895. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,013
Previous 3,013 -0.0%
Holding current value
$318,895
Previous $297 Million 6.36%
% of portfolio
0.25%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$96.85 - $111.39 $23,728 - $27,290
-245 Reduced 7.52%
3,013 $297 Million
Q4 2024

Feb 03, 2025
BUY
$104.52 - $115.08 $340,526 - $374,930
3,258 New
3,258 $344 Million

Others Institutions Holding IVOO

# of Institutions
303
Shares Held
12.7M
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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