Waldron Private Wealth LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Waldron Private Wealth LLC

  • $2.28 Billion
  • Q2 2025

A detailed history of Waldron Private Wealth LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 3,369 shares of IVOO stock, worth $374,902. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,369
Previous 3,369 -0.0%
Holding current value
$374,902
Previous $332,000 6.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 08, 2025
BUY
$96.85 - $111.39 $31,476 - $36,201
325 Added 10.68%
3,369 $332,000
Q4 2023

Jan 30, 2024
BUY
$78.64 - $94.88 $239,380 - $288,814
3,044 New
3,044 $286,000

Others Institutions Holding IVOO

# of Institutions
305
Shares Held
13.6M
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
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