Affiance Financial, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Affiance Financial, LLC

  • $406 Million
  • Q3 2024

A detailed history of Affiance Financial, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Affiance Financial, LLC holds 5,030 shares of IVOO stock, worth $533,129. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,030
Previous 5,030 -0.0%
Holding current value
$533,129
Previous $498,000 6.63%
% of portfolio
0.13%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
SELL
$78.64 - $94.88 $64,248 - $77,516
-817 Reduced 13.97%
5,030 $472,000
Q3 2023

Oct 11, 2023
SELL
$83.66 - $92.16 $1,673 - $1,843
-20 Reduced 0.34%
5,847 $494,000
Q2 2023

Jul 11, 2023
SELL
$81.37 - $88.56 $26,282 - $28,604
-323 Reduced 5.22%
5,867 $519,000
Q1 2023

Apr 18, 2023
BUY
$80.26 - $183.76 $248,404 - $568,737
3,095 Added 100.0%
6,190 $524,000
Q4 2022

Jan 20, 2023
SELL
$75.71 - $174.3 $2,347 - $5,403
-31 Reduced 0.99%
3,095 $0
Q3 2022

Oct 27, 2022
SELL
$74.3 - $89.13 $6,761 - $8,110
-91 Reduced 2.83%
3,126 $465,000
Q2 2022

Jul 14, 2022
BUY
$74.48 - $91.47 $8,565 - $10,519
115 Added 3.71%
3,217 $493,000
Q1 2022

Apr 12, 2022
SELL
$85.0 - $96.56 $3,740 - $4,248
-44 Reduced 1.4%
3,102 $564,000
Q3 2021

Oct 12, 2021
SELL
$86.83 - $93.77 $3,646 - $3,938
-42 Reduced 1.32%
3,146 $560,000
Q2 2021

Jul 14, 2021
SELL
$88.32 - $93.52 $11,216 - $11,877
-127 Reduced 3.83%
3,188 $580,000
Q1 2021

Apr 21, 2021
BUY
$76.54 - $90.63 $22,808 - $27,007
298 Added 9.88%
3,315 $585,000
Q4 2020

Jan 25, 2021
BUY
$63.55 - $78.08 $29,233 - $35,916
460 Added 17.99%
3,017 $469,000
Q3 2020

Oct 13, 2020
BUY
$59.03 - $66.5 $28,452 - $32,053
482 Added 23.23%
2,557 $321,000
Q2 2020

Jul 13, 2020
BUY
$45.16 - $65.83 $23,302 - $33,968
516 Added 33.1%
2,075 $249,000
Q1 2020

Apr 14, 2020
BUY
$40.9 - $71.08 $5,889 - $10,235
144 Added 10.18%
1,559 $152,000
Q4 2019

Jan 16, 2020
BUY
$62.78 - $69.63 $88,833 - $98,526
1,415 New
1,415 $197,000

Others Institutions Holding IVOO

# of Institutions
270
Shares Held
10.4M
Call Options Held
3.5K
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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