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

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,732 shares of IVOV stock, worth $568,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,732
Previous 12,087 52.58%
Holding current value
$568,843
Previous $1.11 Million 50.81%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$79.85 - $95.57 $507,446 - $607,347
-6,355 Reduced 52.58%
5,732 $547,000
Q4 2024

Feb 11, 2025
SELL
$94.54 - $104.98 $7,563 - $8,398
-80 Reduced 0.66%
12,087 $1.16 Million
Q1 2024

Aug 13, 2024
BUY
$83.49 - $90.8 $50,094 - $54,480
600 Added 5.19%
12,167 $1.1 Million
Q4 2023

Feb 15, 2024
BUY
$71.8 - $88.58 $830,510 - $1.02 Million
11,567 New
11,567 $1.01 Million
Q2 2022

Aug 15, 2022
BUY
$70.08 - $84.23 $9,530 - $11,455
136 Added 8.53%
1,730 $250,000
Q1 2022

May 11, 2022
BUY
$78.21 - $85.96 $124,666 - $137,020
1,594 New
1,594 $267,000

Others Institutions Holding IVOV

# of Institutions
170
Shares Held
5.86M
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
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