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

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

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 8,504 shares of IVOO stock, worth $901,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,504
Previous 8,616 1.3%
Holding current value
$901,338
Previous $853,000 5.28%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
270
Shares Held
10.4M
Call Options Held
3.5K
Put Options Held
0
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 Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email