Valpey Financial Services, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 19,778 shares of IVOO stock, worth $2.15 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
19,778
Previous 20,595 3.97%
Holding current value
$2.15 Million
Previous $2.16 Billion 0.97%
% of portfolio
1.43%
Previous 1.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$105.03 - $112.54 $85,809 - $91,945
-817 Reduced 3.97%
19,778 $2.18 Billion
Q2 2025

Jul 22, 2025
BUY
$86.58 - $104.98 $1.78 Million - $2.16 Million
20,595 New
20,595 $2.16 Billion

Others Institutions Holding IVOO

# of Institutions
309
Shares Held
13.9M
Call Options Held
0
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
Track This Portfolio

Track Valpey Financial Services, LLC Portfolio

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

News

Stay updated on Valpey Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email