Walkner Condon Financial Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 6,405 shares of IVOO stock, worth $695,711. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,405
Previous 6,530 1.91%
Holding current value
$695,711
Previous $647,000 4.48%
% of portfolio
0.14%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$97.05 - $106.1 $12,131 - $13,262
-125 Reduced 1.91%
6,405 $676,000
Q1 2024

Apr 22, 2024
BUY
$90.9 - $103.01 $16,816 - $19,056
185 Added 2.92%
6,530 $672,000
Q4 2023

Jan 23, 2024
BUY
$78.64 - $94.88 $5,504 - $6,641
70 Added 1.12%
6,345 $596,000
Q3 2023

Oct 19, 2023
SELL
$83.66 - $92.16 $5,856 - $6,451
-70 Reduced 1.1%
6,275 $530,000
Q1 2023

Apr 20, 2023
BUY
$80.26 - $183.76 $254,584 - $582,886
3,172 Added 99.97%
6,345 $537,000
Q4 2022

Jan 25, 2023
BUY
$75.71 - $174.3 $3,785 - $8,715
50 Added 1.6%
3,173 $0
Q2 2022

Aug 04, 2022
BUY
$74.48 - $91.47 $2,383 - $2,927
32 Added 1.04%
3,123 $478,000
Q1 2022

May 03, 2022
SELL
$85.0 - $96.56 $39,950 - $45,383
-470 Reduced 13.2%
3,091 $562 Million
Q4 2021

Feb 11, 2022
BUY
$89.97 - $98.34 $1,889 - $2,065
21 Added 0.59%
3,561 $0
Q3 2021

Nov 04, 2021
BUY
$86.83 - $93.77 $173 - $187
2 Added 0.06%
3,540 $630,000
Q2 2021

Aug 10, 2021
BUY
$88.32 - $93.52 $6,447 - $6,826
73 Added 2.11%
3,538 $645,000
Q1 2021

Apr 13, 2021
SELL
$76.54 - $90.63 $9,490 - $11,238
-124 Reduced 3.46%
3,465 $611,000
Q4 2020

Jan 12, 2021
BUY
$63.55 - $78.08 $47,726 - $58,638
751 Added 26.46%
3,589 $558,000
Q3 2020

Nov 10, 2020
BUY
$59.03 - $66.5 $167,527 - $188,727
2,838 New
2,838 $356,000

Others Institutions Holding IVOO

# of Institutions
271
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
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