Beacon Pointe Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,472 shares of IVOO stock, worth $368,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,472

Previous 3,487 0.43%

Holding current value

$368,032

Previous $367,000 6.81%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$96.85 - $111.39 $1,452 - $1,670	-15 Reduced 0.43%	3,472 $342,000
Q4 2024 Feb 14, 2025	BUY	$104.52 - $115.08 $364,461 - $401,283	3,487 New	3,487 $367,000
Q1 2024 May 14, 2024	BUY	$90.9 - $103.01 $52,722 - $59,745	580 Added 17.91%	3,818 $393,000
Q4 2023 Feb 08, 2024	BUY	$78.64 - $94.88 $30,590 - $36,908	389 Added 13.65%	3,238 $304,000
Q3 2023 Nov 14, 2023	BUY	$83.66 - $92.16 $27,524 - $30,320	329 Added 13.06%	2,849 $240,000
Q2 2023 Aug 11, 2023	BUY	$81.37 - $88.56 $6,916 - $7,527	85 Added 3.49%	2,520 $223,000
Q1 2023 May 12, 2023	BUY	$80.26 - $183.76 $195,433 - $447,455	2,435 New	2,435 $206,000
Q2 2022 Aug 11, 2022	SELL	$74.48 - $91.47 $82,225 - $100,982	-1,104 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$85.0 - $96.56 $93,840 - $106,602	1,104 New	1,104 $201,000

Others Institutions Holding IVOO

# of Institutions

301

Shares Held

12.2M

Call Options Held

Put Options Held

100

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Beacon Pointe Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History