Meridian Wealth Management, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Meridian Wealth Management, LLC

$820 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$71.8 - $88.58 $22,042 - $27,194	307 Added 8.84%	3,778 $329,000
Q3 2023 Oct 17, 2023	BUY	$76.81 - $85.86 $9,370 - $10,474	122 Added 3.64%	3,471 $270,000
Q2 2023 Aug 02, 2023	BUY	$74.86 - $82.32 $3,817 - $4,198	51 Added 1.55%	3,349 $275,000
Q1 2023 May 12, 2023	BUY	$74.3 - $176.9 $123,263 - $293,477	1,659 Added 101.22%	3,298 $259,000
Q4 2022 Feb 13, 2023	BUY	$70.88 - $164.78 $5,599 - $13,017	79 Added 5.06%	1,639 $251,000
Q3 2022 Nov 14, 2022	BUY	$69.38 - $82.62 $1,110 - $1,321	16 Added 1.04%	1,560 $216,000
Q4 2021 Jan 27, 2022	SELL	$79.95 - $87.45 $4,956 - $5,421	-62 Reduced 3.86%	1,544 $260,000
Q4 2020 Jan 19, 2021	BUY	$53.08 - $67.28 $85,246 - $108,051	1,606 New	1,606 $211,000
Q3 2019 Nov 08, 2019	SELL	$60.92 - $62.63 $63,966 - $65,761	-1,050 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	1,050 New	1,050 $1.26 Million

Others Institutions Holding IVOV

# of Institutions

129

Shares Held

4.29M

Call Options Held

0

Put Options Held

0

About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
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