Wealthquest Corp Vanguard S&P Mid Cap 400 Value Transaction History

Wealthquest Corp

  • $938 Million
  • Q1 2025

A detailed history of Wealthquest Corp transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Wealthquest Corp holds 3,530 shares of IVOV stock, worth $337,185. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,530
Holding current value
$337,185
% of portfolio
0.03%

Shares

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

May 08, 2025
BUY
$89.89 - $100.28 $317,311 - $353,988
3,530 New
3,530 $324,000
Q1 2023

May 04, 2023
BUY
$74.3 - $176.9 $131,139 - $312,228
1,765 Added 100.0%
3,530 $277,000
Q1 2021

May 13, 2021
BUY
$64.65 - $80.34 $114,107 - $141,800
1,765 New
1,765 $275,000

Others Institutions Holding IVOV

# of Institutions
163
Shares Held
4.81M
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
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