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 $891,373. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,687
Previous 8,433 3.01%
Holding current value
$891,373
Previous $889,000 3.6%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
296
Shares Held
12.3M
Call Options Held
3.1K
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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