Wealth Enhancement Advisory Services, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,213 shares of IVOO stock, worth $441,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,213
Previous 4,645 9.3%
Holding current value
$441,985
Previous $457,000 3.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$86.58 - $104.91 $37,402 - $45,321
-432 Reduced 9.3%
4,213 $441,000
Q1 2025

Apr 16, 2025
BUY
$96.85 - $111.39 $191,375 - $220,106
1,976 Added 74.04%
4,645 $457,000
Q4 2024

Mar 17, 2025
SELL
$104.52 - $115.08 $7,107 - $7,825
-68 Reduced 2.48%
2,669 $281,000
Q3 2024

Oct 23, 2024
BUY
$97.05 - $106.1 $265,625 - $290,395
2,737 New
2,737 $289,000

Others Institutions Holding IVOO

# of Institutions
299
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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