Bartlett & Co. Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 7,538 shares of IVOO stock, worth $719,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,538
Previous 7,288 3.43%
Holding current value
$719,577
Previous $769 Million 3.24%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 24, 2025
BUY
$96.85 - $111.39 $24,212 - $27,847
250 Added 3.43%
7,538 $744 Million
Q4 2024

Jan 17, 2025
BUY
$104.52 - $115.08 $42,748 - $47,067
409 Added 5.95%
7,288 $769 Million
Q3 2024

Oct 17, 2024
SELL
$97.05 - $106.1 $9,025 - $9,867
-93 Reduced 1.33%
6,879 $729 Million
Q2 2024

Jul 12, 2024
SELL
$95.6 - $102.96 $795,296 - $856,524
-8,319 Reduced 54.4%
6,972 $694 Million
Q1 2024

May 09, 2024
BUY
$90.9 - $103.01 $39,087 - $44,294
430 Added 2.89%
15,291 $1.58 Billion
Q4 2023

Feb 14, 2024
BUY
$78.64 - $94.88 $74,314 - $89,661
945 Added 6.79%
14,861 $1.41 Billion
Q3 2023

Feb 14, 2024
SELL
$83.66 - $92.16 $36,392 - $40,089
-435 Reduced 3.03%
13,916 $1.18 Billion
Q2 2023

Feb 14, 2024
BUY
$81.37 - $88.56 $1,708 - $1,859
21 Added 0.15%
14,351 $1.27 Billion
Q1 2023

Feb 14, 2024
BUY
$80.26 - $183.76 $605,561 - $1.39 Million
7,545 Added 111.2%
14,330 $1.21 Billion
Q4 2022

Feb 14, 2024
SELL
$75.71 - $174.3 $13,552 - $31,199
-179 Reduced 2.57%
6,785 $1.11 Billion
Q3 2022

Feb 14, 2024
BUY
$74.3 - $89.13 $31,726 - $38,058
427 Added 6.53%
6,964 $1.04 Billion
Q2 2022

Feb 14, 2024
BUY
$74.48 - $91.47 $31,579 - $38,783
424 Added 6.94%
6,537 $1 Billion
Q2 2021

Feb 13, 2024
SELL
$88.32 - $93.52 $622,744 - $659,409
-7,051 Reduced 53.56%
6,113 $1.11 Billion
Q1 2021

Feb 13, 2024
SELL
$76.54 - $90.63 $7,194 - $8,519
-94 Reduced 0.71%
13,164 $2.32 Billion
Q4 2020

Feb 13, 2024
SELL
$63.55 - $78.08 $311,077 - $382,201
-4,895 Reduced 26.97%
13,258 $2.06 Billion
Q2 2020

Feb 13, 2024
BUY
$45.16 - $65.83 $26,779 - $39,037
593 Added 3.38%
18,153 $2.18 Billion
Q1 2020

Feb 13, 2024
BUY
$40.9 - $71.08 $14,315 - $24,878
350 Added 2.03%
17,560 $1.71 Billion
Q3 2019

Feb 13, 2024
BUY
$64.81 - $66.58 $158,136 - $162,455
2,440 Added 16.52%
17,210 $2.26 Billion
Q1 2019

Feb 13, 2024
SELL
N/A
-450 Reduced 2.96%
14,770 $1.89 Billion
Q3 2018

Feb 13, 2024
SELL
N/A
-165 Reduced 1.07%
15,220 $2.08 Billion
Q2 2018

Feb 13, 2024
SELL
N/A
-300 Reduced 1.91%
15,385 $2.03 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
15,685 New
15,685 $1.99 Billion

Others Institutions Holding IVOO

# of Institutions
294
Shares Held
11.2M
Call Options Held
3.4K
Put Options Held
200
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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