Summit Financial Consulting LLC Vanguard S&P Mid Cap 400 Value Transaction History

Summit Financial Consulting LLC

  • $111 Billion
  • Q2 2025

A detailed history of Summit Financial Consulting LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Summit Financial Consulting LLC holds 3,077 shares of IVOV stock, worth $301,115. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,077
Previous 3,113 1.16%
Holding current value
$301,115
Previous $287 Million 2.52%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Jul 09, 2025
SELL
$79.85 - $95.57 $2,874 - $3,440
-36 Reduced 1.16%
3,077 $294 Million
Q1 2025

Apr 29, 2025
BUY
$89.89 - $100.28 $279,827 - $312,171
3,113 New
3,113 $287 Million

Others Institutions Holding IVOV

# of Institutions
160
Shares Held
4.73M
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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