Phillips Financial Management, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,860 shares of IVOV stock, worth $283,826. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,860
Previous 2,862 0.07%
Holding current value
$283,826
Previous $273,000 5.49%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$94.73 - $102.36 $189 - $204
-2 Reduced 0.07%
2,860 $288,000
Q4 2024

Feb 10, 2025
SELL
$94.54 - $104.98 $1.01 Million - $1.12 Million
-10,696 Reduced 78.89%
2,862 $273,000
Q3 2023

Nov 09, 2023
BUY
$76.81 - $85.86 $50,848 - $56,839
662 Added 5.13%
13,558 $1.06 Million
Q2 2023

Aug 11, 2023
SELL
$74.86 - $82.32 $458,292 - $503,963
-6,122 Reduced 32.19%
12,896 $1.06 Million
Q1 2023

May 08, 2023
BUY
$74.3 - $176.9 $706,518 - $1.68 Million
9,509 Added 100.0%
19,018 $1.5 Million
Q4 2022

Jan 24, 2023
BUY
$70.88 - $164.78 $52,805 - $122,761
745 Added 8.5%
9,509 $0
Q3 2022

Nov 08, 2022
BUY
$69.38 - $82.62 $608,046 - $724,081
8,764 New
8,764 $1.22 Million
Q2 2022

Jul 22, 2022
SELL
$70.08 - $84.23 $614,181 - $738,191
-8,764 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$78.21 - $85.96 $685,432 - $753,353
8,764 New
8,764 $1.47 Million

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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