Western Wealth Management, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Western Wealth Management, LLC

  • $1.62 Billion
  • Q2 2025

A detailed history of Western Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,437 shares of IVOV stock, worth $232,782. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,437
Previous 2,581 5.58%
Holding current value
$232,782
Previous $237,000 2.11%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 08, 2025
SELL
$79.85 - $95.57 $11,498 - $13,762
-144 Reduced 5.58%
2,437 $232,000
Q4 2024

Apr 15, 2025
BUY
$94.54 - $104.98 $244,007 - $270,953
2,581 New
2,581 $246,000
Q2 2024

Jul 19, 2024
SELL
$83.94 - $90.83 $19,138 - $20,709
-228 Reduced 8.07%
2,596 $227,000
Q1 2024

May 02, 2024
SELL
$83.49 - $90.8 $16,948 - $18,432
-203 Reduced 6.71%
2,824 $256,000
Q4 2023

Jan 31, 2024
BUY
$71.8 - $88.58 $14,575 - $17,981
203 Added 7.19%
3,027 $263,000
Q1 2023

Aug 30, 2023
BUY
$74.3 - $176.9 $104,911 - $249,782
1,412 Added 100.0%
2,824 $222,000
Q4 2022

Feb 02, 2023
SELL
$70.88 - $164.78 $108,588 - $252,442
-1,532 Reduced 52.04%
1,412 $216,000
Q3 2022

Nov 04, 2022
SELL
$69.38 - $82.62 $12,627 - $15,036
-182 Reduced 5.82%
2,944 $409,000
Q2 2022

Jul 18, 2022
SELL
$70.08 - $84.23 $33,918 - $40,767
-484 Reduced 13.41%
3,126 $452,000
Q1 2022

May 10, 2022
BUY
$78.21 - $85.96 $156,967 - $172,521
2,007 Added 125.2%
3,610 $604,000
Q4 2021

Feb 14, 2022
SELL
$79.95 - $87.45 $12,392 - $13,554
-155 Reduced 8.82%
1,603 $270,000
Q2 2021

Aug 09, 2021
BUY
$78.69 - $84.35 $12,039 - $12,905
153 Added 9.53%
1,758 $284,000
Q1 2021

May 14, 2021
BUY
$64.65 - $80.34 $1,293 - $1,606
20 Added 1.26%
1,605 $251,000
Q4 2020

Feb 10, 2021
BUY
$53.08 - $67.28 $84,131 - $106,638
1,585 New
1,585 $209,000
Q3 2020

Oct 27, 2020
SELL
$49.42 - $56.38 $118,212 - $134,860
-2,392 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$38.82 - $58.17 $31,948 - $47,873
-823 Reduced 25.6%
2,392 $246,000
Q2 2019

Aug 06, 2019
BUY
N/A
15 Added 0.47%
3,215 $395,000
Q4 2018

Feb 15, 2019
BUY
N/A
3,200 New
3,200 $338,000

Others Institutions Holding IVOV

# of Institutions
163
Shares Held
4.77M
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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