A detailed history of Global Retirement Partners, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,099 shares of IVOO stock, worth $117,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,099
Previous 1,095 0.37%
Holding current value
$117,307
Previous $108,000 7.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

BUY
$97.05 - $106.1 $388 - $424
4 Added 0.37%
1,099 $116,000
Q2 2024

Jul 23, 2024

SELL
$95.6 - $102.96 $34,607 - $37,271
-362 Reduced 24.85%
1,095 $108,000
Q1 2024

Apr 23, 2024

BUY
$90.9 - $103.01 $818 - $927
9 Added 0.62%
1,457 $150,000
Q4 2023

Jan 18, 2024

BUY
$78.64 - $94.88 $19,817 - $23,909
252 Added 21.07%
1,448 $136,000
Q3 2023

Oct 13, 2023

BUY
$83.66 - $92.16 $501 - $552
6 Added 0.5%
1,196 $101,000
Q1 2023

May 05, 2023

BUY
$80.26 - $183.76 $76,568 - $175,307
954 Added 404.24%
1,190 $100,000
Q4 2022

Feb 13, 2023

BUY
$75.71 - $174.3 $6,359 - $14,641
84 Added 55.26%
236 $38,000
Q2 2022

Jul 15, 2022

SELL
$74.48 - $91.47 $1,415 - $1,737
-19 Reduced 11.11%
152 $23,000
Q1 2022

Jul 14, 2022

BUY
$85.0 - $96.56 $14,535 - $16,511
171 New
171 $28,000
Q4 2021

Jan 21, 2022

SELL
$89.97 - $98.34 $15,384 - $16,816
-171 Closed
0 $0
Q2 2019

Nov 19, 2019

SELL
N/A
-298 Reduced 63.54%
171 $22,000
Q3 2018

Oct 17, 2018

BUY
N/A
65 Added 16.09%
469 $64,000
Q4 2017

Aug 13, 2018

BUY
N/A
37 Added 10.08%
404 $52,000
Q3 2017

Aug 10, 2018

BUY
N/A
1 Added 0.27%
367 $38,000
Q4 2016

Aug 10, 2018

BUY
N/A
366
366 $38,000

Others Institutions Holding IVOO

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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