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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 769 shares of IVOO stock, worth $83,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
769
Previous 376 104.52%
Holding current value
$83,513
Previous $39,000 115.38%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$105.03 - $112.54 $41,276 - $44,228
393 Added 104.52%
769 $84,000
Q2 2025

Aug 06, 2025
BUY
$86.58 - $104.98 $2,251 - $2,729
26 Added 7.43%
376 $39,000
Q4 2024

Feb 13, 2025
BUY
$104.52 - $115.08 $36,582 - $40,278
350 New
350 $36,000
Q4 2019

Jan 15, 2020
SELL
$62.78 - $69.63 $115,326 - $127,910
-1,837 Closed
0 $0
Q3 2019

Nov 05, 2019
SELL
$64.81 - $66.58 $21,192 - $21,771
-327 Reduced 15.11%
1,837 $240,000
Q2 2019

Jul 22, 2019
BUY
N/A
179 Added 9.02%
2,164 $284,000
Q1 2019

May 14, 2019
BUY
N/A
1,985 New
1,985 $254,000

Others Institutions Holding IVOO

# of Institutions
309
Shares Held
13.9M
Call Options Held
0
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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