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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,262 shares of IVOO stock, worth $245,698. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,262
Previous 2,804 19.33%
Holding current value
$245,698
Previous $277,000 14.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$97.05 - $106.1 $52,601 - $57,506
-542 Reduced 19.33%
2,262 $238,000
Q2 2024

Aug 14, 2024
SELL
$95.6 - $102.96 $9,560 - $10,296
-100 Reduced 3.44%
2,804 $277,000
Q4 2023

Feb 14, 2024
SELL
$78.64 - $94.88 $31,534 - $38,046
-401 Reduced 12.13%
2,904 $272,000
Q3 2023

Nov 14, 2023
SELL
$83.66 - $92.16 $14,473 - $15,943
-173 Reduced 4.97%
3,305 $279,000
Q2 2023

Aug 14, 2023
BUY
$81.37 - $88.56 $17,087 - $18,597
210 Added 6.43%
3,478 $308,000
Q1 2023

May 15, 2023
BUY
$80.26 - $183.76 $134,756 - $308,533
1,679 Added 105.66%
3,268 $276,000
Q2 2022

Aug 15, 2022
SELL
$74.48 - $91.47 $5,213 - $6,402
-70 Reduced 4.22%
1,589 $243,000
Q4 2021

Feb 14, 2022
SELL
$89.97 - $98.34 $13,495 - $14,751
-150 Reduced 8.29%
1,659 $318,000
Q2 2021

Aug 16, 2021
SELL
$88.32 - $93.52 $58,644 - $62,097
-664 Reduced 26.85%
1,809 $329,000
Q1 2021

May 18, 2021
SELL
$76.54 - $90.63 $13,011 - $15,407
-170 Reduced 6.43%
2,473 $436,000
Q4 2020

Feb 17, 2021
SELL
$63.55 - $78.08 $7,626 - $9,369
-120 Reduced 4.34%
2,643 $411,000
Q3 2020

Nov 19, 2020
SELL
$59.03 - $66.5 $103,243 - $116,308
-1,749 Reduced 38.76%
2,763 $347,000
Q2 2020

Aug 14, 2020
SELL
$45.16 - $65.83 $4,425 - $6,451
-98 Reduced 2.13%
4,512 $542,000
Q1 2020

May 13, 2020
SELL
$40.9 - $71.08 $4,662 - $8,103
-114 Reduced 2.41%
4,610 $449,000
Q4 2019

Feb 18, 2020
BUY
$62.78 - $69.63 $9,982 - $11,071
159 Added 3.48%
4,724 $656,000
Q3 2019

Nov 15, 2019
SELL
$64.81 - $66.58 $12,313 - $12,650
-190 Reduced 4.0%
4,565 $596,000
Q2 2019

Aug 12, 2019
SELL
N/A
-8 Reduced 0.17%
4,755 $624,000
Q1 2019

May 16, 2019
BUY
N/A
1,673 Added 54.14%
4,763 $609,000
Q4 2018

Feb 15, 2019
BUY
N/A
860 Added 38.57%
3,090 $346,000
Q3 2018

Nov 14, 2018
BUY
N/A
2,230 New
2,230 $303,000
Q2 2018

Aug 13, 2018
SELL
N/A
-140 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-9,639 Reduced 98.57%
140 $17,000
Q4 2017

Feb 14, 2018
BUY
N/A
9,779
9,779 $1.28 Million

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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