Simon Quick Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025

A detailed history of Simon Quick Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 8,990 shares of IVOO stock, worth $951,501. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,990
Previous 9,616 6.51%
Holding current value
$951,501
Previous $947,000 0.42%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$86.58 - $104.98 $54,199 - $65,717
-626 Reduced 6.51%
8,990 $943,000
Q1 2025

Apr 15, 2025
SELL
$96.85 - $111.39 $85,518 - $98,357
-883 Reduced 8.41%
9,616 $947,000
Q4 2024

Jan 17, 2025
SELL
$104.52 - $115.08 $410,972 - $452,494
-3,932 Reduced 27.25%
10,499 $1.11 Million
Q3 2024

Oct 15, 2024
SELL
$97.05 - $106.1 $329,678 - $360,421
-3,397 Reduced 19.05%
14,431 $1.52 Million
Q2 2024

Aug 02, 2024
SELL
$95.6 - $102.96 $227,814 - $245,353
-2,383 Reduced 11.79%
17,828 $1.77 Million
Q1 2024

Apr 19, 2024
SELL
$90.9 - $103.01 $683,658 - $774,738
-7,521 Reduced 27.12%
20,211 $2.08 Million
Q4 2023

Jan 16, 2024
SELL
$78.64 - $94.88 $63,777 - $76,947
-811 Reduced 2.84%
27,732 $2.61 Million
Q3 2023

Oct 24, 2023
SELL
$83.66 - $92.16 $86,420 - $95,201
-1,033 Reduced 3.49%
28,543 $2.41 Million
Q2 2023

Aug 01, 2023
SELL
$81.37 - $88.56 $547,131 - $595,477
-6,724 Reduced 18.52%
29,576 $2.62 Million
Q1 2023

May 15, 2023
BUY
$80.26 - $183.76 $1.42 Million - $3.25 Million
17,667 Added 94.82%
36,300 $3.07 Million
Q4 2022

Jan 30, 2023
SELL
$75.71 - $174.3 $34,372 - $79,132
-454 Reduced 2.38%
18,633 $3.05 Million
Q2 2022

Aug 08, 2022
BUY
$74.48 - $91.47 $1.42 Million - $1.75 Million
19,087 New
19,087 $3.23 Million

Others Institutions Holding IVOO

# of Institutions
302
Shares Held
13.7M
Call Options Held
3K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick 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 Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email