Soltis Investment Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

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 61,679 shares of IVOO stock, worth $6.53 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
61,679
Previous 78,450 21.38%
Holding current value
$6.53 Million
Previous $7.74 Million 16.38%
% of portfolio
0.53%
Previous 0.72%

Shares

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

Aug 06, 2025
SELL
$86.58 - $104.98 $1.45 Million - $1.76 Million
-16,771 Reduced 21.38%
61,679 $6.48 Million
Q1 2025

May 13, 2025
SELL
$96.85 - $111.39 $7.54 Million - $8.67 Million
-77,823 Reduced 49.8%
78,450 $7.74 Million
Q4 2024

Jan 29, 2025
SELL
$104.52 - $115.08 $1.7 Million - $1.87 Million
-16,224 Reduced 9.41%
156,273 $16.5 Million
Q3 2024

Nov 18, 2024
SELL
$97.05 - $106.1 $5.92 Million - $6.48 Million
-61,028 Reduced 26.13%
172,497 $18.2 Million
Q2 2024

Aug 12, 2024
BUY
$95.6 - $102.96 $2.31 Million - $2.49 Million
24,179 Added 11.55%
233,525 $23.1 Million
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

# of Institutions
303
Shares Held
12.7M
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
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