Mc Kinley Carter Wealth Services, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 6,949 shares of IVOO stock, worth $793,089. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,949

Previous 6,949 -0.0%

Holding current value

$793,089

Previous $688,000 6.69%

% of portfolio

0.05%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$95.6 - $102.96 $12,906 - $13,899	-135 Reduced 1.91%	6,949 $688,000
Q3 2023 Oct 13, 2023	SELL	$83.66 - $92.16 $48,522 - $53,452	-580 Reduced 7.57%	7,084 $598,000
Q1 2023 Apr 24, 2023	BUY	$80.26 - $183.76 $300,734 - $688,548	3,747 Added 95.66%	7,664 $648,000
Q4 2021 Feb 07, 2022	SELL	$89.97 - $98.34 $5,578 - $6,097	-62 Reduced 1.56%	3,917 $750,000
Q2 2021 Aug 12, 2021	SELL	$88.32 - $93.52 $27,909 - $29,552	-316 Reduced 7.36%	3,979 $724,000
Q4 2020 Feb 16, 2021	BUY	$63.55 - $78.08 $272,947 - $335,353	4,295 New	4,295 $668,000

Others Institutions Holding IVOO

# of Institutions

271

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Mc Kinley Carter Wealth Services, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History