A detailed history of Kestra Advisory Services, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 20,768 shares of IVOO stock, worth $2.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,768
Previous 18,727 10.9%
Holding current value
$2.38 Million
Previous $1.86 Million 18.16%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$97.05 - $106.1 $198,079 - $216,550
2,041 Added 10.9%
20,768 $2.19 Million
Q2 2024

Aug 14, 2024

BUY
$95.6 - $102.96 $69,979 - $75,366
732 Added 4.07%
18,727 $1.86 Million
Q1 2024

May 15, 2024

BUY
$90.9 - $103.01 $13,362 - $15,142
147 Added 0.82%
17,995 $1.85 Million
Q4 2023

Feb 14, 2024

SELL
$78.64 - $94.88 $9,908 - $11,954
-126 Reduced 0.7%
17,848 $1.68 Million
Q3 2023

Nov 09, 2023

BUY
$83.66 - $92.16 $268,213 - $295,464
3,206 Added 21.71%
17,974 $1.52 Million
Q2 2023

Aug 11, 2023

BUY
$81.37 - $88.56 $11,147 - $12,132
137 Added 0.94%
14,768 $1.31 Million
Q1 2023

May 12, 2023

BUY
$80.26 - $183.76 $585,576 - $1.34 Million
7,296 Added 99.47%
14,631 $1.24 Million
Q4 2022

Jan 31, 2023

BUY
$75.71 - $174.3 $7,570 - $17,430
100 Added 1.38%
7,335 $1.2 Million
Q3 2022

Nov 01, 2022

BUY
$74.3 - $89.13 $7,504 - $9,002
101 Added 1.42%
7,235 $1.08 Billion
Q2 2022

Aug 12, 2022

BUY
$74.48 - $91.47 $113,209 - $139,034
1,520 Added 27.08%
7,134 $1.09 Million
Q1 2022

Apr 26, 2022

SELL
$85.0 - $96.56 $1,615 - $1,834
-19 Reduced 0.34%
5,614 $0
Q4 2021

Jan 20, 2022

BUY
$89.97 - $98.34 $13,045 - $14,259
145 Added 2.64%
5,633 $0
Q3 2021

Oct 19, 2021

SELL
$86.83 - $93.77 $10,419 - $11,252
-120 Reduced 2.14%
5,488 $0
Q2 2021

Jul 28, 2021

BUY
$88.32 - $93.52 $529 - $561
6 Added 0.11%
5,608 $0
Q1 2021

May 10, 2021

SELL
$76.54 - $90.63 $6,582 - $7,794
-86 Reduced 1.51%
5,602 $0
Q4 2020

Jan 20, 2021

BUY
$63.55 - $78.08 $355,816 - $437,169
5,599 Added 6291.01%
5,688 $883 Million
Q3 2020

Nov 12, 2020

BUY
$59.03 - $66.5 $5,253 - $5,918
89 New
89 $710 Million

Others Institutions Holding IVOO

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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