Merit Financial Group, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Merit Financial Group, LLC

  • $6.49 Billion
  • Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Merit Financial Group, LLC holds 7,290 shares of IVOV stock, worth $668,711. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,290
Previous 6,786 7.43%
Holding current value
$668,711
Previous $648,000 3.09%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$89.89 - $100.28 $45,304 - $50,541
504 Added 7.43%
7,290 $668,000
Q4 2024

Jan 15, 2025
SELL
$94.54 - $104.98 $46,702 - $51,860
-494 Reduced 6.79%
6,786 $648,000
Q3 2024

Oct 17, 2024
SELL
$86.19 - $95.75 $43,525 - $48,353
-505 Reduced 6.49%
7,280 $696,000
Q2 2024

Aug 13, 2024
SELL
$83.94 - $90.83 $2,266 - $2,452
-27 Reduced 0.35%
7,785 $681,000
Q1 2024

May 06, 2024
BUY
$83.49 - $90.8 $17,783 - $19,340
213 Added 2.8%
7,812 $709,000
Q4 2023

Feb 06, 2024
SELL
$71.8 - $88.58 $23,837 - $29,408
-332 Reduced 4.19%
7,599 $662,000
Q3 2023

Nov 07, 2023
SELL
$76.81 - $85.86 $1,997 - $2,232
-26 Reduced 0.33%
7,931 $617,000
Q2 2023

Aug 01, 2023
BUY
$74.86 - $82.32 $18,490 - $20,333
247 Added 3.2%
7,957 $655,000
Q1 2023

Apr 24, 2023
BUY
$74.3 - $176.9 $259,827 - $618,619
3,497 Added 83.0%
7,710 $606,000
Q4 2022

Jan 13, 2023
SELL
$70.88 - $164.78 $25,871 - $60,144
-365 Reduced 7.97%
4,213 $0
Q3 2022

Oct 31, 2022
SELL
$69.38 - $82.62 $257,816 - $307,015
-3,716 Reduced 44.8%
4,578 $635,000
Q2 2022

Aug 08, 2022
BUY
$70.08 - $84.23 $327,133 - $393,185
4,668 Added 128.74%
8,294 $1.2 Million
Q1 2022

May 13, 2022
BUY
$78.21 - $85.96 $283,589 - $311,690
3,626 New
3,626 $608,000

Others Institutions Holding IVOV

# of Institutions
153
Shares Held
4.64M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email