Valmark Advisers, Inc. Vanguard S&P Mid Cap 400 Value 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 Value stock. As of the latest transaction made, Valmark Advisers, Inc. holds 4,087 shares of IVOV stock, worth $350,909. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,087

Previous 4,797 14.8%

Holding current value

$350,909

Previous $458,000 17.9%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$89.89 - $100.28 $63,821 - $71,198	-710 Reduced 14.8%	4,087 $376,000
Q1 2024 May 03, 2024	SELL	$83.49 - $90.8 $3,172 - $3,450	-38 Reduced 0.79%	4,797 $435,000
Q4 2023 Feb 02, 2024	BUY	$71.8 - $88.58 $8,687 - $10,718	121 Added 2.57%	4,835 $421,000
Q3 2023 Nov 07, 2023	BUY	$76.81 - $85.86 $41,323 - $46,192	538 Added 12.88%	4,714 $367,000
Q2 2023 Aug 02, 2023	BUY	$74.86 - $82.32 $25,901 - $28,482	346 Added 9.03%	4,176 $343,000
Q1 2023 May 01, 2023	BUY	$74.3 - $176.9 $151,423 - $360,522	2,038 Added 113.73%	3,830 $301,000
Q4 2022 Feb 06, 2023	BUY	$70.88 - $164.78 $127,016 - $295,285	1,792 New	1,792 $274,000

Others Institutions Holding IVOV

# of Institutions

153

Shares Held

4.57M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

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