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

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 168 shares of IVOV stock, worth $16,672. This represents 0.0% of its overall portfolio holdings.

Number of Shares
168
Previous 268 37.31%
Holding current value
$16,672
Previous $25.6 Million 99.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 09, 2025
SELL
$94.73 - $102.36 $9,473 - $10,236
-100 Reduced 37.31%
168 $16,000
Q2 2024

Jul 12, 2024
BUY
$83.94 - $90.83 $8,394 - $9,083
100 Added 59.52%
268 $23.5 Million
Q4 2023

Feb 14, 2024
BUY
$71.8 - $88.58 $12,062 - $14,881
168 New
168 $14.8 Million

Others Institutions Holding IVOV

# of Institutions
167
Shares Held
4.81M
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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