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 12,167 shares of IVOV stock, worth $1.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,167
Previous 12,167 -0.0%
Holding current value
$1.17 Million
Previous $1.1 Million 3.53%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD S&P MID CAP 400 VALUE


  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.