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

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 24,749 shares of IVOV stock, worth $2.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,749
Previous 99,652 75.16%
Holding current value
$2.12 Million
Previous $9.52 Million 76.16%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Apr 16, 2025
SELL
$89.89 - $100.28 $6.73 Million - $7.51 Million
-74,903 Reduced 75.16%
24,749 $2.27 Million
Q4 2024

Mar 17, 2025
BUY
$94.54 - $104.98 $949,748 - $1.05 Million
10,046 Added 11.21%
99,652 $9.52 Million
Q4 2024

Jan 10, 2025
BUY
$94.54 - $104.98 $94 - $104
1 Added 0.0%
89,606 $8.56 Million
Q3 2024

Oct 23, 2024
SELL
$86.19 - $95.75 $1,465 - $1,627
-17 Reduced 0.02%
89,605 $8.58 Million
Q2 2024

Jul 16, 2024
SELL
$83.94 - $90.83 $335,340 - $362,865
-3,995 Reduced 4.27%
89,622 $7.85 Million
Q1 2024

Apr 15, 2024
SELL
$83.49 - $90.8 $459,695 - $499,944
-5,506 Reduced 5.55%
93,617 $8.5 Million
Q4 2023

Jan 30, 2024
BUY
$71.8 - $88.58 $5.96 Million - $7.35 Million
82,956 Added 513.12%
99,123 $8.64 Million
Q3 2023

Nov 13, 2023
BUY
$76.81 - $85.86 $1.24 Million - $1.39 Million
16,167 New
16,167 $1.26 Million

Others Institutions Holding IVOV

# of Institutions
153
Shares Held
4.57M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email