Global Retirement Partners, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

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 1,947 shares of IVOO stock, worth $194,388. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,947

Previous 1,099 77.16%

Holding current value

$194,388

Previous $116,000 76.72%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$104.52 - $115.08 $88,632 - $97,587	848 Added 77.16%	1,947 $205,000
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

# of Institutions

295

Shares Held

11.3M

Call Options Held

3.4K

Put Options Held

200

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About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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Global Retirement Partners, LLC Vanguard S&P Mid Cap 400 ETF Transaction History