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

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,080 shares of IVOV stock, worth $300,115. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,080

Previous 3,080 -0.0%

Holding current value

$300,115

Previous $283,000 3.89%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$89.89 - $100.28 $77,395 - $86,341	-861 Reduced 21.85%	3,080 $283,000
Q4 2024 Feb 14, 2025	BUY	$94.54 - $104.98 $9,737 - $10,812	103 Added 2.68%	3,941 $376,000
Q4 2023 Feb 14, 2024	BUY	$71.8 - $88.58 $3,087 - $3,808	43 Added 1.13%	3,838 $334,000
Q1 2023 May 15, 2023	BUY	$74.3 - $176.9 $141,021 - $335,756	1,898 Added 100.05%	3,795 $298,000
Q4 2022 Feb 14, 2023	SELL	$70.88 - $164.78 $2,126 - $4,943	-30 Reduced 1.56%	1,897 $291,000
Q3 2022 Nov 22, 2022	BUY	$69.38 - $82.62 $208 - $247	3 Added 0.16%	1,927 $267,000
Q2 2022 Aug 15, 2022	SELL	$70.08 - $84.23 $9,250 - $11,118	-132 Reduced 6.42%	1,924 $278,000
Q4 2021 Feb 14, 2022	BUY	$79.95 - $87.45 $3,517 - $3,847	44 Added 2.19%	2,056 $347,000
Q3 2021 Nov 15, 2021	BUY	$76.58 - $83.26 $154,078 - $167,519	2,012 New	2,012 $320,000

Others Institutions Holding IVOV

# of Institutions

165

Shares Held

4.8M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

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