Ci Private Wealth, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Ci Private Wealth, LLC holds 3,315 shares of IVOV stock, worth $304,880. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,315
Previous 4,311 23.1%
Holding current value
$304,880
Previous $411,000 25.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
SELL
$89.89 - $100.28 $89,530 - $99,878
-996 Reduced 23.1%
3,315 $305,000
Q4 2024

Feb 10, 2025
SELL
$94.54 - $104.98 $51,997 - $57,739
-550 Reduced 11.31%
4,311 $411,000
Q3 2024

Nov 12, 2024
BUY
$86.19 - $95.75 $418,969 - $465,440
4,861 New
4,861 $465,000
Q1 2024

May 09, 2024
BUY
$83.49 - $90.8 $237,863 - $258,689
2,849 New
2,849 $258,000

Others Institutions Holding IVOV

# of Institutions
161
Shares Held
4.62M
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email