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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 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 2,904 shares of IVOO stock, worth $286,160. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,904
Previous 2,904 -0.0%
Holding current value
$286,160
Previous $272,000 9.93%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-70 Reduced 4.22%
1,589 $243,000
Q4 2021

Feb 14, 2022
SELL
N/A
-150 Reduced 8.29%
1,659 $318,000
Q2 2021

Aug 16, 2021
SELL
N/A
-664 Reduced 26.85%
1,809 $329,000
Q1 2021

May 18, 2021
SELL
N/A
-170 Reduced 6.43%
2,473 $436,000
Q4 2020

Feb 17, 2021
SELL
N/A
-120 Reduced 4.34%
2,643 $411,000
Q3 2020

Nov 19, 2020
SELL
N/A
-1,749 Reduced 38.76%
2,763 $347,000
Q2 2020

Aug 14, 2020
SELL
N/A
-98 Reduced 2.13%
4,512 $542,000
Q1 2020

May 13, 2020
SELL
N/A
-114 Reduced 2.41%
4,610 $449,000
Q4 2019

Feb 18, 2020
BUY
N/A
159 Added 3.48%
4,724 $656,000
Q3 2019

Nov 15, 2019
SELL
N/A
-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
246
Shares Held
8.96M
Call Options Held
5.6K
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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