Centricity Wealth Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Centricity Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 3,013 shares of IVOO stock, worth $309,163. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,013
Previous 3,258 7.52%
Holding current value
$309,163
Previous $344 Million 13.48%
% of portfolio
0.27%
Previous 0.32%

Shares

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

Apr 14, 2025
SELL
$96.85 - $111.39 $23,728 - $27,290
-245 Reduced 7.52%
3,013 $297 Million
Q4 2024

Feb 03, 2025
BUY
$104.52 - $115.08 $340,526 - $374,930
3,258 New
3,258 $344 Million

Others Institutions Holding IVOO

# of Institutions
296
Shares Held
12.3M
Call Options Held
3.1K
Put Options Held
100
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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