Valmark Advisers, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 8,687 shares of IVOO stock, worth $829,261. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,687

Previous 8,433 3.01%

Holding current value

$829,261

Previous $889,000 3.6%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$96.85 - $111.39 $24,599 - $28,293	254 Added 3.01%	8,687 $857,000
Q4 2024 Jan 30, 2025	SELL	$104.52 - $115.08 $7,420 - $8,170	-71 Reduced 0.83%	8,433 $889,000
Q3 2024 Oct 25, 2024	SELL	$97.05 - $106.1 $10,869 - $11,883	-112 Reduced 1.3%	8,504 $898,000
Q2 2024 Jul 31, 2024	SELL	$95.6 - $102.96 $11,567 - $12,458	-121 Reduced 1.38%	8,616 $853,000
Q1 2024 May 03, 2024	SELL	$90.9 - $103.01 $67,266 - $76,227	-740 Reduced 7.81%	8,737 $899,000
Q4 2023 Feb 02, 2024	BUY	$78.64 - $94.88 $152,876 - $184,446	1,944 Added 25.81%	9,477 $890,000
Q3 2023 Nov 07, 2023	SELL	$83.66 - $92.16 $2,593 - $2,856	-31 Reduced 0.41%	7,533 $636,000
Q2 2023 Aug 02, 2023	SELL	$81.37 - $88.56 $3,580 - $3,896	-44 Reduced 0.58%	7,564 $669,000
Q1 2023 May 01, 2023	BUY	$80.26 - $183.76 $322,324 - $737,980	4,016 Added 111.8%	7,608 $644,000
Q4 2022 Feb 06, 2023	BUY	$75.71 - $174.3 $271,950 - $626,085	3,592 New	3,592 $587,000
Q1 2022 May 10, 2022	SELL	$85.0 - $96.56 $90,950 - $103,319	-1,070 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$89.97 - $98.34 $96,267 - $105,223	1,070 New	1,070 $205,000
Q2 2021 Aug 06, 2021	SELL	$88.32 - $93.52 $108,280 - $114,655	-1,226 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$76.54 - $90.63 $93,838 - $111,112	1,226 New	1,226 $216,000
Q3 2019 Nov 06, 2019	SELL	$64.81 - $66.58 $108,556 - $111,521	-1,675 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	N/A	1,675 New	1,675 $220,000

Others Institutions Holding IVOO

# of Institutions

294

Shares Held

11.2M

Call Options Held

3.4K

Put Options Held

200

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History