A detailed history of Soltis Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 209,346 shares of IVOO stock, worth $20.6 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
209,346
Previous 209,346 -0.0%
Holding current value
$20.6 Million
Previous $21.6 Million -0.0%
% of portfolio
2.43%
Previous 2.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$90.9 - $103.01 $473,589 - $536,682
5,210 Added 2.55%
209,346 $21.6 Million
Q4 2023

Jan 26, 2024

BUY
$78.64 - $94.88 $3,302 - $3,984
42 Added 0.02%
204,136 $19.2 Million
Q3 2023

Nov 08, 2023

SELL
$83.66 - $92.16 $110,765 - $122,019
-1,324 Reduced 0.64%
204,094 $17.3 Million
Q2 2023

Aug 08, 2023

BUY
$81.37 - $88.56 $1.86 Million - $2.03 Million
22,917 Added 12.56%
205,418 $18.2 Million
Q1 2023

May 03, 2023

BUY
$80.26 - $183.76 $14.6 Million - $33.5 Million
182,501 New
182,501 $15.5 Million

Others Institutions Holding IVOO

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Soltis Investment Advisors LLC Portfolio

Follow Soltis Investment 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 Soltis Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Soltis Investment Advisors LLC with notifications on news.