Captrust Financial Advisors Vanguard S&P Mid Cap 400 Value Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Captrust Financial Advisors holds 7,486 shares of IVOV stock, worth $739,691. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,486
Previous 7,480 0.08%
Holding current value
$739,691
Previous $714,000 3.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
$89.89 - $100.28 $539 - $601
6 Added 0.08%
7,486 $689,000
Q4 2024

Feb 14, 2025
BUY
$94.54 - $104.98 $850 - $944
9 Added 0.12%
7,480 $714,000
Q2 2024

Aug 14, 2024
SELL
$83.94 - $90.83 $671 - $726
-8 Reduced 0.11%
7,471 $654,000
Q1 2024

May 15, 2024
SELL
$83.49 - $90.8 $9,350 - $10,169
-112 Reduced 1.48%
7,479 $679,000
Q4 2023

Feb 14, 2024
BUY
$71.8 - $88.58 $10,770 - $13,287
150 Added 2.02%
7,591 $661,000
Q3 2023

Nov 14, 2023
BUY
$76.81 - $85.86 $96,012 - $107,325
1,250 Added 20.19%
7,441 $579,000
Q1 2023

May 15, 2023
BUY
$74.3 - $176.9 $459,991 - $1.1 Million
6,191 New
6,191 $486,000
Q2 2022

Aug 23, 2022
SELL
$70.08 - $84.23 $70 - $84
-1 Reduced 0.1%
1,036 $150,000
Q2 2022

Aug 16, 2022
SELL
$70.08 - $84.23 $41,907 - $50,369
-598 Reduced 36.57%
1,037 $150,000
Q1 2022

May 16, 2022
BUY
$78.21 - $85.96 $47,551 - $52,263
608 Added 59.2%
1,635 $274,000
Q4 2021

Feb 14, 2022
BUY
$79.95 - $87.45 $9,514 - $10,406
119 Added 13.11%
1,027 $173,000
Q3 2021

Nov 16, 2021
BUY
$76.58 - $83.26 $10,874 - $11,822
142 Added 18.54%
908 $144,000
Q2 2021

Aug 16, 2021
BUY
$78.69 - $84.35 $60,276 - $64,612
766 New
766 $124,000

Others Institutions Holding IVOV

# of Institutions
160
Shares Held
4.73M
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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