Adviser Investments LLC Vanguard S&P Mid Cap 400 Value Transaction History

Adviser Investments LLC

$8.03 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$49.42 - $56.38 $218,535 - $249,312	-4,422 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$38.82 - $58.17 $66,459 - $99,587	1,712 Added 63.17%	4,422 $455,000
Q1 2020 Apr 08, 2020	SELL	$35.6 - $65.92 $655,965 - $1.21 Million	-18,426 Reduced 87.18%	2,710 $229,000
Q4 2019 Feb 07, 2020	BUY	$58.9 - $65.58 $1,119 - $1,246	19 Added 0.09%	21,136 $2.75 Million
Q3 2019 Nov 13, 2019	BUY	$60.92 - $62.63 $41,364 - $42,525	679 Added 3.32%	21,117 $2.61 Million
Q2 2019 Aug 12, 2019	BUY	N/A	303 Added 1.5%	20,438 $2.51 Million
Q1 2019 May 07, 2019	BUY	N/A	1,383 Added 7.38%	20,135 $2.41 Million
Q4 2018 Jan 25, 2019	BUY	N/A	1,557 Added 9.05%	18,752 $1.97 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,575 Added 10.08%	17,195 $2.22 Million
Q2 2018 Aug 02, 2018	SELL	N/A	-4,600 Reduced 22.75%	15,620 $1.94 Million
Q1 2018 May 14, 2018	BUY	N/A	265 Added 1.33%	20,220 $2.39 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-260 Reduced 1.29%	19,955 $2.43 Million
Q3 2017 Oct 23, 2017	BUY	N/A	9,417 Added 87.21%	20,215 $2.37 Million
Q2 2017 Aug 14, 2017	BUY	N/A	10,798	10,798 $1.23 Million

Others Institutions Holding IVOV

# of Institutions

150

Shares Held

4.66M

Call Options Held

0

Put Options Held

0

About VANGUARD S&P MID CAP 400 VALUE

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