Nelson, Van Denburg & Campbell Wealth Management Group, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$3.01 Billion
Q4 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 150,771 shares of IVOV stock, worth $14.9 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

150,771

Previous 139,328 8.21%

Holding current value

$14.9 Million

Previous $14 Million 6.17%

% of portfolio

0.49%

Previous 0.48%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	BUY	$97.44 - $101.82 $1.12 Million - $1.17 Million	11,443 Added 8.21%	150,771 $14.9 Million
Q3 2025 Nov 14, 2025	BUY	$94.73 - $102.36 $1.37 Million - $1.48 Million	14,451 Added 11.57%	139,328 $14 Million
Q2 2025 Jul 16, 2025	BUY	$79.85 - $95.57 $8.58 Million - $10.3 Million	107,424 Added 615.5%	124,877 $11.9 Million
Q1 2025 Apr 21, 2025	SELL	$89.89 - $100.28 $6,472 - $7,220	-72 Reduced 0.41%	17,453 $1.61 Million
Q4 2024 Jan 17, 2025	SELL	$94.54 - $104.98 $2,458 - $2,729	-26 Reduced 0.15%	17,525 $1.67 Million

Q3 2024 Nov 08, 2024	SELL	$86.19 - $95.75 $603 - $670	-7 Reduced 0.04%	17,551 $1.68 Million
Q2 2024 Aug 13, 2024	SELL	$83.94 - $90.83 $3,189 - $3,451	-38 Reduced 0.22%	17,558 $1.54 Million
Q1 2024 Apr 30, 2024	SELL	$83.49 - $90.8 $116,468 - $126,666	-1,395 Reduced 7.35%	17,596 $1.6 Million
Q4 2023 Jan 30, 2024	SELL	$71.8 - $88.58 $164,134 - $202,493	-2,286 Reduced 10.74%	18,991 $1.66 Million
Q3 2023 Oct 17, 2023	SELL	$76.81 - $85.86 $13,825 - $15,454	-180 Reduced 0.84%	21,277 $1.66 Million
Q2 2023 Jul 19, 2023	SELL	$74.86 - $82.32 $62,508 - $68,737	-835 Reduced 3.75%	21,457 $1.77 Million
Q1 2023 May 10, 2023	BUY	$74.3 - $176.9 $809,795 - $1.93 Million	10,899 Added 95.66%	22,292 $1.75 Million
Q4 2022 Feb 14, 2023	SELL	$70.88 - $164.78 $37,424 - $87,003	-528 Reduced 4.43%	11,393 $1.75 Million
Q3 2022 Oct 26, 2022	SELL	$69.38 - $82.62 $24,213 - $28,834	-349 Reduced 2.84%	11,921 $1.65 Million
Q2 2022 Aug 10, 2022	SELL	$70.08 - $84.23 $8,059 - $9,686	-115 Reduced 0.93%	12,270 $1.77 Million
Q1 2022 May 13, 2022	SELL	$78.21 - $85.96 $220,082 - $241,891	-2,814 Reduced 18.51%	12,385 $2.08 Million
Q4 2021 Feb 14, 2022	SELL	$79.95 - $87.45 $42,293 - $46,261	-529 Reduced 3.36%	15,199 $2.56 Million
Q3 2021 Nov 02, 2021	SELL	$76.58 - $83.26 $131,641 - $143,123	-1,719 Reduced 9.85%	15,728 $2.5 Million
Q2 2021 Jul 27, 2021	SELL	$78.69 - $84.35 $490,081 - $525,331	-6,228 Reduced 26.31%	17,447 $2.82 Million
Q1 2021 May 11, 2021	SELL	$64.65 - $80.34 $454,489 - $564,790	-7,030 Reduced 22.9%	23,675 $3.7 Million
Q4 2020 Feb 09, 2021	BUY	$53.08 - $67.28 $278,670 - $353,220	5,250 Added 20.62%	30,705 $4.04 Million
Q3 2020 Oct 20, 2020	SELL	$49.42 - $56.38 $353,797 - $403,624	-7,159 Reduced 21.95%	25,455 $2.67 Million
Q2 2020 Jul 02, 2020	SELL	$38.82 - $58.17 $13,936 - $20,883	-359 Reduced 1.09%	32,614 $0
Q1 2020 Apr 01, 2020	SELL	$35.6 - $65.92 $9,540 - $17,666	-268 Reduced 0.81%	32,973 $0
Q4 2019 Feb 11, 2020	SELL	$58.9 - $65.58 $94,416 - $105,124	-1,603 Reduced 4.6%	33,241 $0
Q3 2019 Oct 09, 2019	BUY	$60.92 - $62.63 $8,467 - $8,705	139 Added 0.4%	34,844 $0
Q2 2019 Aug 14, 2019	BUY	N/A	769 Added 2.27%	34,705 $4.27 Million
Q1 2019 May 08, 2019	BUY	N/A	170 Added 0.5%	33,936 $4.07 Million
Q4 2018 Feb 13, 2019	BUY	N/A	773 Added 2.34%	33,766 $3.55 Million
Q3 2018 Nov 14, 2018	BUY	N/A	282 Added 0.86%	32,993 $4.25 Million
Q2 2018 Aug 16, 2018	SELL	N/A	-277 Reduced 0.84%	32,711 $4.06 Million
Q1 2018 May 15, 2018	BUY	N/A	312 Added 0.95%	32,988 $3.89 Million
Q4 2017 Feb 08, 2018	BUY	N/A	574 Added 1.79%	32,676 $3.98 Million
Q3 2017 Nov 08, 2017	BUY	N/A	1,151 Added 3.72%	32,102 $3.76 Million
Q2 2017 Aug 15, 2017	BUY	N/A	30,951	30,951 $3.53 Million

Others Institutions Holding IVOV

# of Institutions

168

Shares Held

5.85M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Vanguard S&P Mid Cap 400 Value Transaction History