Ivc Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 14,821 shares of VOT stock, worth $3.85 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

14,821

Previous 14,632 1.29%

Holding current value

$3.85 Million

Previous $3.36 Million 7.44%

% of portfolio

1.99%

Previous 1.89%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$218.05 - $243.47 $41,211 - $46,015	189 Added 1.29%	14,821 $3.61 Million
Q2 2024 Jul 16, 2024	BUY	$218.75 - $234.97 $35,437 - $38,065	162 Added 1.12%	14,632 $3.36 Million
Q1 2024 Apr 19, 2024	BUY	$212.21 - $235.79 $120,959 - $134,400	570 Added 4.1%	14,470 $3.41 Million
Q4 2023 Jan 10, 2024	SELL	$180.9 - $221.2 $43,416 - $53,088	-240 Reduced 1.7%	13,900 $3.05 Million
Q3 2023 Oct 05, 2023	BUY	$191.65 - $213.93 $33,538 - $37,437	175 Added 1.25%	14,140 $2.75 Million
Q2 2023 Jul 13, 2023	BUY	$186.22 - $205.77 $337,430 - $372,855	1,812 Added 14.91%	13,965 $2.87 Million
Q1 2023 Apr 13, 2023	BUY	$177.43 - $203.61 $158,444 - $181,823	893 Added 7.93%	12,153 $2.37 Million
Q4 2022 Jan 17, 2023	SELL	$165.84 - $193.83 $165 - $193	-1 Reduced 0.01%	11,260 $0
Q3 2022 Oct 12, 2022	BUY	$170.12 - $208.72 $177,435 - $217,694	1,043 Added 10.21%	11,261 $1.92 Million
Q2 2022 Jul 11, 2022	BUY	$167.96 - $227.2 $537,807 - $727,494	3,202 Added 45.64%	10,218 $1.79 Million
Q1 2022 Apr 27, 2022	BUY	$199.76 - $251.37 $108,669 - $136,745	544 Added 8.41%	7,016 $1.56 Million
Q4 2021 Jan 13, 2022	BUY	$234.3 - $265.79 $106,137 - $120,402	453 Added 7.53%	6,472 $1.65 Million
Q3 2021 Oct 08, 2021	BUY	$230.42 - $251.05 $15,207 - $16,569	66 Added 1.11%	6,019 $1.42 Million
Q2 2021 Jul 13, 2021	BUY	$210.91 - $237.31 $101,447 - $114,146	481 Added 8.79%	5,953 $1.41 Million
Q1 2021 Apr 20, 2021	BUY	$204.75 - $230.34 $30,712 - $34,551	150 Added 2.82%	5,472 $1.17 Million
Q4 2020 Feb 01, 2021	BUY	$178.76 - $215.29 $951,360 - $1.15 Million	5,322 New	5,322 $1.13 Million

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Ivc Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History