Northern Oak Wealth Management Inc Vanguard S&P Mid Cap 400 ETF Transaction History

Northern Oak Wealth Management Inc

$839 Million
Q1 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 37,689 shares of IVOO stock, worth $3.72 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

37,689

Previous 28,948 30.2%

Holding current value

$3.72 Million

Previous $2.72 Million 42.72%

% of portfolio

0.46%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$90.9 - $103.01 $794,556 - $900,410	8,741 Added 30.2%	37,689 $3.88 Million
Q4 2023 Jan 11, 2024	BUY	$78.64 - $94.88 $947,769 - $1.14 Million	12,052 Added 71.33%	28,948 $2.72 Million
Q3 2023 Oct 24, 2023	BUY	$83.66 - $92.16 $283,607 - $312,422	3,390 Added 25.1%	16,896 $1.43 Million
Q2 2023 Jul 31, 2023	BUY	$81.37 - $88.56 $100,329 - $109,194	1,233 Added 10.05%	13,506 $1.2 Million
Q1 2023 May 09, 2023	BUY	$80.26 - $183.76 $764,396 - $1.75 Million	9,524 Added 346.45%	12,273 $1.04 Million

Q4 2022 Feb 13, 2023	BUY	$160.22 - $174.3 $440,444 - $479,150	2,749 New	2,749 $449,000
Q2 2022 Aug 16, 2022	BUY	N/A	40 New	40 $6,000

Others Institutions Holding IVOO

# of Institutions

246

Shares Held

8.96M

Call Options Held

5.6K

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Northern Oak Wealth Management Inc Vanguard S&P Mid Cap 400 ETF Transaction History