First Purpose Wealth LLC Vanguard S&P Mid Cap 400 Value Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, First Purpose Wealth LLC holds 4,000 shares of IVOV stock, worth $398,320. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$398,320
Previous $348,000 4.31%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$74.3 - $176.9 $148,600 - $353,800
2,000 Added 100.0%
4,000 $314,000
Q4 2021

Feb 24, 2022
BUY
$79.95 - $87.45 $159,900 - $174,900
2,000 New
2,000 $337,000

Others Institutions Holding IVOV

# of Institutions
140
Shares Held
4.41M
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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