Capital Analysts, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025

A detailed history of Capital Analysts, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Capital Analysts, LLC holds 5,851 shares of IVOO stock, worth $635,418. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,851
Previous 4,204 39.18%
Holding current value
$635,418
Previous $441,000 46.26%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$105.03 - $112.54 $172,984 - $185,353
1,647 Added 39.18%
5,851 $645,000
Q2 2025

Aug 13, 2025
SELL
$86.58 - $104.98 $128,917 - $156,315
-1,489 Reduced 26.15%
4,204 $441,000
Q1 2025

May 14, 2025
BUY
$96.85 - $111.39 $306,239 - $352,215
3,162 Added 124.93%
5,693 $562,000
Q4 2024

Feb 14, 2025
BUY
$104.52 - $115.08 $117,062 - $128,889
1,120 Added 79.38%
2,531 $267,000
Q3 2024

Nov 13, 2024
BUY
$97.05 - $106.1 $582 - $636
6 Added 0.43%
1,411 $149,000
Q2 2024

Aug 14, 2024
SELL
$95.6 - $102.96 $7,265 - $7,824
-76 Reduced 5.13%
1,405 $139,000
Q1 2024

May 14, 2024
BUY
$90.9 - $103.01 $5,181 - $5,871
57 Added 4.0%
1,481 $153,000
Q4 2023

Jan 30, 2024
SELL
$78.64 - $94.88 $10,380 - $12,524
-132 Reduced 8.48%
1,424 $134,000
Q3 2023

Nov 13, 2023
BUY
$83.66 - $92.16 $334 - $368
4 Added 0.26%
1,556 $131,000
Q2 2023

Aug 11, 2023
SELL
$81.37 - $88.56 $55,901 - $60,840
-687 Reduced 30.68%
1,552 $137,000
Q1 2023

May 05, 2023
SELL
$80.26 - $183.76 $774,749 - $1.77 Million
-9,653 Reduced 81.17%
2,239 $189,000
Q4 2022

Feb 08, 2023
BUY
$75.71 - $174.3 $105,388 - $242,625
1,392 Added 13.26%
11,892 $1.95 Million
Q3 2022

Nov 14, 2022
BUY
$74.3 - $89.13 $49,409 - $59,271
665 Added 6.76%
10,500 $1.56 Million
Q2 2022

Aug 12, 2022
BUY
$74.48 - $91.47 $3,649 - $4,482
49 Added 0.5%
9,835 $1.51 Million
Q1 2022

May 12, 2022
BUY
$85.0 - $96.56 $41,480 - $47,121
488 Added 5.25%
9,786 $1.78 Million
Q4 2021

Feb 10, 2022
BUY
$89.97 - $98.34 $59,830 - $65,396
665 Added 7.7%
9,298 $1.78 Million
Q3 2021

Nov 04, 2021
BUY
$86.83 - $93.77 $177,480 - $191,665
2,044 Added 31.02%
8,633 $1.54 Million
Q2 2021

Nov 15, 2021
SELL
$88.32 - $93.52 $69,949 - $74,067
-792 Reduced 10.73%
6,589 $1.2 Million
Q2 2021

Aug 05, 2021
BUY
$88.32 - $93.52 $271,672 - $287,667
3,076 Added 71.45%
7,381 $1.34 Million
Q1 2021

May 17, 2021
BUY
$76.54 - $90.63 $132,796 - $157,243
1,735 Added 67.51%
4,305 $760,000
Q4 2020

Feb 16, 2021
BUY
$63.55 - $78.08 $163,323 - $200,665
2,570 New
2,570 $400,000

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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