Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,881 shares of IVOO stock, worth $778,722. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,881
Previous 5,621 22.42%
Holding current value
$778,722
Previous $557,000 30.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$97.05 - $106.1 $122,283 - $133,686
1,260 Added 22.42%
6,881 $726,000
Q2 2024

Aug 08, 2024
SELL
$95.6 - $102.96 $5,736 - $6,177
-60 Reduced 1.06%
5,621 $557,000
Q1 2024

May 06, 2024
SELL
$90.9 - $103.01 $540,036 - $611,982
-5,941 Reduced 51.12%
5,681 $585,000
Q1 2023

May 09, 2023
BUY
$80.26 - $183.76 $466,390 - $1.07 Million
5,811 Added 100.0%
11,622 $984,000
Q4 2022

Feb 13, 2023
BUY
$75.71 - $174.3 $215,849 - $496,929
2,851 Added 96.32%
5,811 $950,000
Q3 2022

Nov 14, 2022
BUY
$74.3 - $89.13 $219,928 - $263,824
2,960 New
2,960 $440,000

Others Institutions Holding IVOO

# of Institutions
270
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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