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 9,711 shares of IVOO stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,711
Previous 10,727 9.47%
Holding current value
$1.05 Million
Previous $1.06 Million 3.57%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial 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 Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.