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

Capital Analysts, LLC

  • $2.14 Billion
  • Q1 2024

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 1,481 shares of IVOO stock, worth $145,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,481
Previous 1,424 4.0%
Holding current value
$145,034
Previous $134,000 14.18%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$160.22 - $174.3 $223,026 - $242,625
1,392 Added 13.26%
11,892 $1.95 Million
Q3 2022

Nov 14, 2022
BUY
N/A
665 Added 6.76%
10,500 $1.56 Million
Q2 2022

Aug 12, 2022
BUY
N/A
49 Added 0.5%
9,835 $1.51 Million
Q1 2022

May 12, 2022
BUY
N/A
488 Added 5.25%
9,786 $1.78 Million
Q4 2021

Feb 10, 2022
BUY
N/A
665 Added 7.7%
9,298 $1.78 Million
Q3 2021

Nov 04, 2021
BUY
N/A
2,044 Added 31.02%
8,633 $1.54 Million
Q2 2021

Nov 15, 2021
SELL
N/A
-792 Reduced 10.73%
6,589 $1.2 Million
Q2 2021

Aug 05, 2021
BUY
N/A
3,076 Added 71.45%
7,381 $1.34 Million
Q1 2021

May 17, 2021
BUY
N/A
1,735 Added 67.51%
4,305 $760,000
Q4 2020

Feb 16, 2021
BUY
N/A
2,570 New
2,570 $400,000

Others Institutions Holding IVOO

# of Institutions
246
Shares Held
8.96M
Call Options Held
5.6K
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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