Rialto Wealth Management, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Rialto Wealth Management, LLC

  • $363 Million
  • Q3 2025

A detailed history of Rialto Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 1,060 shares of IVOV stock, worth $104,802. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,060
Previous 1,325 20.0%
Holding current value
$104,802
Previous $126,000 15.87%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 07, 2025
SELL
$94.73 - $102.36 $25,103 - $27,125
-265 Reduced 20.0%
1,060 $106,000
Q1 2025

Apr 10, 2025
SELL
$89.89 - $100.28 $1,977 - $2,206
-22 Reduced 1.63%
1,325 $121,000
Q4 2024

Feb 07, 2025
BUY
$94.54 - $104.98 $127,345 - $141,408
1,347 New
1,347 $129 Million

Others Institutions Holding IVOV

# of Institutions
168
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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