Tandem Wealth Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Tandem Wealth Advisors LLC

  • $186 Million
  • Q1 2025

A detailed history of Tandem Wealth Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 4,580 shares of IVOO stock, worth $484,747. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,580
Previous 4,355 5.17%
Holding current value
$484,747
Previous $459,000 1.53%
% of portfolio
0.24%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$96.85 - $111.39 $21,791 - $25,062
225 Added 5.17%
4,580 $452,000
Q4 2024

Feb 13, 2025
BUY
$104.52 - $115.08 $455,184 - $501,173
4,355 New
4,355 $459,000

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
Track This Portfolio

Track Tandem Wealth Advisors LLC Portfolio

Follow Tandem Wealth 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 Tandem Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email