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

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,032 shares of IVOO stock, worth $117,782. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,032
Previous 1,028 0.39%
Holding current value
$117,782
Previous $101,000 7.92%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$97.05 - $106.1 $388 - $424
4 Added 0.39%
1,032 $109,000
Q1 2024

May 13, 2024
BUY
$90.9 - $103.01 $181 - $206
2 Added 0.19%
1,028 $105,000
Q4 2023

Feb 09, 2024
BUY
$78.64 - $94.88 $629 - $759
8 Added 0.79%
1,026 $96,000
Q3 2023

Nov 13, 2023
BUY
$83.66 - $92.16 $250 - $276
3 Added 0.3%
1,018 $86,000
Q1 2023

May 15, 2023
SELL
$80.26 - $183.76 $110,277 - $252,486
-1,374 Reduced 57.51%
1,015 $85,000
Q4 2022

Jan 19, 2023
BUY
$75.71 - $174.3 $4,012 - $9,237
53 Added 2.27%
2,389 $0
Q3 2022

Nov 14, 2022
BUY
$74.3 - $89.13 $5,052 - $6,060
68 Added 3.0%
2,336 $347,000
Q2 2022

Aug 15, 2022
BUY
$74.48 - $91.47 $223 - $274
3 Added 0.13%
2,268 $347,000
Q1 2022

May 16, 2022
BUY
$85.0 - $96.56 $10,285 - $11,683
121 Added 5.64%
2,265 $412,000
Q4 2021

Feb 14, 2022
BUY
$89.97 - $98.34 $5,668 - $6,195
63 Added 3.03%
2,144 $410,000
Q3 2021

Nov 12, 2021
BUY
$86.83 - $93.77 $3,560 - $3,844
41 Added 2.01%
2,081 $371,000
Q2 2021

Aug 13, 2021
BUY
$88.32 - $93.52 $7,418 - $7,855
84 Added 4.29%
2,040 $371,000
Q1 2021

May 10, 2021
BUY
$76.54 - $90.63 $3,750 - $4,440
49 Added 2.57%
1,956 $345,000
Q4 2020

Feb 16, 2021
BUY
$63.55 - $78.08 $1,207 - $1,483
19 Added 1.01%
1,907 $297,000
Q3 2020

Nov 05, 2020
SELL
$59.03 - $66.5 $3,069 - $3,458
-52 Reduced 2.68%
1,888 $237,000
Q2 2020

Jul 20, 2020
BUY
$45.16 - $65.83 $87,610 - $127,710
1,940 New
1,940 $233,000
Q1 2020

Apr 24, 2020
SELL
$40.9 - $71.08 $65,194 - $113,301
-1,594 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$62.78 - $69.63 $3,452 - $3,829
55 Added 3.57%
1,594 $221,000
Q3 2019

Oct 29, 2019
BUY
$64.81 - $66.58 $99,742 - $102,466
1,539 New
1,539 $201,000

Others Institutions Holding IVOO

# of Institutions
271
Shares Held
10.4M
Call Options Held
3.5K
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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