Ivc Wealth Advisors LLC Vanguard Mid Cap Value Index F Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 24,844 shares of VOE stock, worth $3.95 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

24,844

Previous 19,927 24.68%

Holding current value

$3.95 Million

Previous $3.22 Million 22.59%

% of portfolio

2.15%

Previous 1.82%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$156.61 - $168.02 $770,051 - $826,154	4,917 Added 24.68%	24,844 $3.95 Million
Q4 2024 Jan 17, 2025	BUY	$160.89 - $176.18 $53,254 - $58,315	331 Added 1.69%	19,927 $3.22 Million
Q3 2024 Oct 24, 2024	SELL	$149.02 - $167.67 $14,156 - $15,928	-95 Reduced 0.48%	19,596 $3.29 Million
Q2 2024 Jul 16, 2024	BUY	$146.82 - $155.77 $81,925 - $86,919	558 Added 2.92%	19,691 $2.96 Million
Q1 2024 Apr 19, 2024	BUY	$141.07 - $155.91 $198,203 - $219,053	1,405 Added 7.93%	19,133 $2.98 Million
Q4 2023 Jan 10, 2024	BUY	$124.27 - $145.8 $37,902 - $44,469	305 Added 1.75%	17,728 $2.57 Million
Q3 2023 Oct 05, 2023	BUY	$130.77 - $144.24 $74,538 - $82,216	570 Added 3.38%	17,423 $2.28 Million
Q2 2023 Jul 13, 2023	BUY	$127.92 - $138.38 $256,607 - $277,590	2,006 Added 13.51%	16,853 $2.33 Million
Q1 2023 Apr 13, 2023	BUY	$126.74 - $147.12 $143,089 - $166,098	1,129 Added 8.23%	14,847 $1.99 Million
Q4 2022 Jan 17, 2023	BUY	$122.51 - $142.75 $14,946 - $17,415	122 Added 0.9%	13,718 $0
Q3 2022 Oct 12, 2022	BUY	$121.77 - $145.8 $143,323 - $171,606	1,177 Added 9.48%	13,596 $1.66 Million
Q2 2022 Jul 11, 2022	BUY	$126.2 - $153.17 $23,725 - $28,795	188 Added 1.54%	12,419 $1.61 Million
Q1 2022 Apr 27, 2022	BUY	$140.72 - $152.6 $172,100 - $186,629	1,223 Added 11.11%	12,231 $1.83 Million
Q4 2021 Jan 13, 2022	BUY	$140.47 - $150.69 $252,003 - $270,337	1,794 Added 19.47%	11,008 $1.66 Million
Q3 2021 Oct 08, 2021	BUY	$135.17 - $146.62 $49,337 - $53,516	365 Added 4.12%	9,214 $1.29 Million
Q2 2021 Jul 13, 2021	BUY	$136.19 - $145.71 $283,002 - $302,785	2,078 Added 30.69%	8,849 $1.24 Million
Q1 2021 Apr 20, 2021	BUY	$116.81 - $138.13 $370,871 - $438,562	3,175 Added 88.29%	6,771 $913,000
Q4 2020 Feb 01, 2021	BUY	$100.82 - $119.56 $362,548 - $429,937	3,596 New	3,596 $428,000

Others Institutions Holding VOE

# of Institutions

1,200

Shares Held

71.2M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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Ivc Wealth Advisors LLC Vanguard Mid Cap Value Index F Transaction History