Iht Wealth Management, LLC Vanguard S&P Mid Cap 400 Value 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 Value stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,838 shares of IVOV stock, worth $334,481. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,838
Previous 3,838 -0.0%
Holding current value
$334,481
Previous $334,000 4.19%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$150.67 - $164.78 $4,520 - $4,943
-30 Reduced 1.56%
1,897 $291,000
Q3 2022

Nov 22, 2022
BUY
N/A
3 Added 0.16%
1,927 $267,000
Q2 2022

Aug 15, 2022
SELL
N/A
-132 Reduced 6.42%
1,924 $278,000
Q4 2021

Feb 14, 2022
BUY
N/A
44 Added 2.19%
2,056 $347,000
Q3 2021

Nov 15, 2021
BUY
N/A
2,012 New
2,012 $320,000

Others Institutions Holding IVOV

# of Institutions
124
Shares Held
4.32M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email