Ivc Wealth Advisors LLC Vanguard Russell 2000 Value Et Transaction History

Ivc Wealth Advisors LLC

  • $173 Million
  • Q1 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 8,713 shares of VTWV stock, worth $1.16 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,713
Previous 9,005 3.24%
Holding current value
$1.16 Million
Previous $1.23 Million 0.9%
% of portfolio
0.7%
Previous 0.77%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$128.13 - $139.82 $37,413 - $40,827
-292 Reduced 3.24%
8,713 $1.22 Million
Q4 2023

Jan 10, 2024
SELL
$110.31 - $139.18 $880,053 - $1.11 Million
-7,978 Reduced 46.98%
9,005 $1.23 Million
Q3 2023

Oct 05, 2023
BUY
$117.59 - $133.24 $57,148 - $64,754
486 Added 2.95%
16,983 $2.03 Million
Q2 2023

Jul 13, 2023
BUY
$113.2 - $125.57 $179,308 - $198,902
1,584 Added 10.62%
16,497 $2.04 Million
Q1 2023

Apr 13, 2023
BUY
$114.78 - $137.92 $102,268 - $122,886
891 Added 6.35%
14,913 $1.8 Million
Q4 2022

Jan 17, 2023
BUY
$119.46 - $131.57 $51,009 - $56,180
427 Added 3.14%
14,022 $0
Q3 2022

Oct 12, 2022
BUY
N/A
974 Added 7.72%
13,595 $1.54 Million
Q2 2022

Jul 11, 2022
BUY
N/A
3,477 Added 38.02%
12,621 $1.5 Million
Q1 2022

Apr 27, 2022
BUY
N/A
1,042 Added 12.86%
9,144 $1.29 Million
Q4 2021

Jan 13, 2022
BUY
N/A
1,156 Added 16.64%
8,102 $1.18 Million
Q3 2021

Oct 08, 2021
BUY
N/A
1,048 Added 17.77%
6,946 $976,000
Q2 2021

Jul 13, 2021
BUY
N/A
1,230 Added 26.35%
5,898 $857,000
Q1 2021

Apr 20, 2021
BUY
N/A
1,751 Added 60.03%
4,668 $653,000
Q4 2020

Feb 01, 2021
BUY
N/A
2,917 New
2,917 $337,000

Others Institutions Holding VTWV

# of Institutions
153
Shares Held
2.6M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 2000 VALUE ET

VTWV Quotes by TradingView
  • Ticker VTWV
  • Sector ETFs
  • Industry ETFs
More about VTWV
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