Steward Partners Investment Advisory, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,112 shares of IVOO stock, worth $112,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,112

Previous 615 80.81%

Holding current value

$112,990

Previous $64,000 70.31%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$96.85 - $111.39 $48,134 - $55,360	497 Added 80.81%	1,112 $109,000
Q3 2023 Nov 13, 2023	BUY	$83.66 - $92.16 $15,979 - $17,602	191 Added 45.05%	615 $51,000
Q1 2023 May 15, 2023	BUY	$80.26 - $183.76 $17,015 - $38,957	212 Added 100.0%	424 $35,000
Q2 2022 Aug 04, 2022	BUY	$74.48 - $91.47 $14,374 - $17,653	193 Added 1015.79%	212 $32,000
Q2 2019 Jul 25, 2019	BUY	N/A	19 New	19 $2,000
Q4 2018 Jan 15, 2019	SELL	N/A	-19 Closed	0 $0
Q2 2018 Jul 20, 2018	SELL	N/A	-313 Reduced 94.28%	19 $3,000
Q1 2018 Apr 20, 2018	BUY	N/A	190 Added 133.8%	332 $42,000
Q4 2017 Jan 19, 2018	BUY	N/A	43 Added 43.43%	142 $18,000
Q3 2017 Nov 22, 2017	BUY	N/A	91 Added 1137.5%	99 $11,000
Q2 2017 Nov 22, 2017	BUY	N/A	8	8 $0

Others Institutions Holding IVOO

# of Institutions

296

Shares Held

12.3M

Call Options Held

3.1K

Put Options Held

100

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About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Steward Partners Investment Advisory, LLC Vanguard S&P Mid Cap 400 ETF Transaction History