Moneta Group Investment Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,221 shares of IVOO stock, worth $530,505. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,221
Previous 5,214 0.13%
Holding current value
$530,505
Previous $550,000 6.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$96.85 - $111.39 $677 - $779
7 Added 0.13%
5,221 $515,000
Q4 2024

Feb 11, 2025
BUY
$104.52 - $115.08 $197,647 - $217,616
1,891 Added 56.91%
5,214 $550,000
Q3 2024

Nov 12, 2024
SELL
$97.05 - $106.1 $151,495 - $165,622
-1,561 Reduced 31.96%
3,323 $351,000
Q2 2024

Aug 13, 2024
BUY
$95.6 - $102.96 $13,957 - $15,032
146 Added 3.08%
4,884 $484,000
Q1 2024

Aug 13, 2024
SELL
$90.9 - $103.01 $362,872 - $411,215
-3,992 Reduced 45.73%
4,738 $488,000
Q4 2023

Feb 15, 2024
BUY
$78.64 - $94.88 $317,784 - $383,410
4,041 Added 86.18%
8,730 $820,000
Q3 2023

Nov 15, 2023
SELL
$83.66 - $92.16 $9,369 - $10,321
-112 Reduced 2.33%
4,689 $396,000
Q1 2023

May 15, 2023
BUY
$80.26 - $183.76 $233,957 - $535,660
2,915 Added 154.56%
4,801 $406,000
Q4 2022

Feb 16, 2023
SELL
$75.71 - $174.3 $57,161 - $131,596
-755 Reduced 28.59%
1,886 $308,000
Q4 2022

Feb 16, 2023
SELL
$75.71 - $174.3 $200 Million - $460 Million
-2,638,118 Reduced 99.9%
2,641 $431,000
Q4 2022

Feb 15, 2023
BUY
$75.71 - $174.3 $200 Million - $460 Million
2,638,962 Added 146853.77%
2,640,759 $432 Million
Q3 2022

Nov 14, 2022
SELL
$74.3 - $89.13 $13,968 - $16,756
-188 Reduced 9.47%
1,797 $267,000
Q2 2022

Aug 15, 2022
BUY
$74.48 - $91.47 $13,853 - $17,013
186 Added 10.34%
1,985 $304,000
Q1 2022

May 11, 2022
BUY
$85.0 - $96.56 $6,885 - $7,821
81 Added 4.71%
1,799 $327,000
Q3 2021

Nov 12, 2021
SELL
$86.83 - $93.77 $173 - $187
-2 Reduced 0.12%
1,718 $306,000
Q2 2021

Aug 13, 2021
BUY
$88.32 - $93.52 $264 - $280
3 Added 0.17%
1,720 $313,000
Q1 2021

May 14, 2021
BUY
$76.54 - $90.63 $31,993 - $37,883
418 Added 32.18%
1,717 $303,000
Q4 2020

Feb 12, 2021
BUY
$63.55 - $78.08 $82,551 - $101,425
1,299 New
1,299 $202,000
Q2 2020

Aug 12, 2020
SELL
$45.16 - $65.83 $478,966 - $698,192
-10,606 Closed
0 $0
Q1 2020

May 13, 2020
BUY
$40.9 - $71.08 $433,785 - $753,874
10,606 New
10,606 $1.03 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-1,971 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
1,025 Added 108.35%
1,971 $252,000
Q1 2019

May 15, 2019
SELL
N/A
-1,030 Reduced 52.13%
946 $252,000
Q4 2018

Feb 11, 2019
BUY
N/A
1,976 New
1,976 $221,000

Others Institutions Holding IVOO

# of Institutions
296
Shares Held
12.3M
Call Options Held
3.1K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

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