Zhang Financial LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Zhang Financial LLC

$2.13 Billion
Q2 2025

A detailed history of Zhang Financial LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Zhang Financial LLC holds 9,871 shares of IVOO stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,871

Previous 9,867 0.04%

Holding current value

$1.04 Million

Previous $972,000 6.58%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	BUY	$86.58 - $104.98 $346 - $419	4 Added 0.04%	9,871 $1.04 Million
Q1 2025 Apr 15, 2025	BUY	$96.85 - $111.39 $14,624 - $16,819	151 Added 1.55%	9,867 $972,000
Q4 2024 Jan 16, 2025	BUY	$104.52 - $115.08 $522 - $575	5 Added 0.05%	9,716 $1.03 Million
Q3 2024 Oct 15, 2024	SELL	$97.05 - $106.1 $98,602 - $107,797	-1,016 Reduced 9.47%	9,711 $1.03 Million
Q1 2024 Apr 24, 2024	BUY	$90.9 - $103.01 $301,697 - $341,890	3,319 Added 44.8%	10,727 $1.1 Million
Q4 2023 Jan 31, 2024	BUY	$78.64 - $94.88 $299,461 - $361,303	3,808 Added 105.78%	7,408 $696,000
Q2 2023 Jul 18, 2023	BUY	$81.37 - $88.56 $292,932 - $318,816	3,600 New	3,600 $318,000

Others Institutions Holding IVOO

# of Institutions

302

Shares Held

12.7M

Call Options Held

Put Options Held

100

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Zhang Financial LLC Vanguard S&P Mid Cap 400 ETF Transaction History