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

Affiance Financial, LLC

  • $428 Million
  • Q1 2025

A detailed history of Affiance Financial, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Affiance Financial, LLC holds 5,030 shares of IVOO stock, worth $466,784. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,030
Previous 5,030 -0.0%
Holding current value
$466,784
Previous $530,000 6.6%
% of portfolio
0.12%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
SELL
$78.64 - $94.88 $64,248 - $77,516
-817 Reduced 13.97%
5,030 $472,000
Q3 2023

Oct 11, 2023
SELL
$83.66 - $92.16 $1,673 - $1,843
-20 Reduced 0.34%
5,847 $494,000
Q2 2023

Jul 11, 2023
SELL
$81.37 - $88.56 $26,282 - $28,604
-323 Reduced 5.22%
5,867 $519,000
Q1 2023

Apr 18, 2023
BUY
$80.26 - $183.76 $248,404 - $568,737
3,095 Added 100.0%
6,190 $524,000
Q4 2022

Jan 20, 2023
SELL
$75.71 - $174.3 $2,347 - $5,403
-31 Reduced 0.99%
3,095 $0
Q3 2022

Oct 27, 2022
SELL
$74.3 - $89.13 $6,761 - $8,110
-91 Reduced 2.83%
3,126 $465,000
Q2 2022

Jul 14, 2022
BUY
$74.48 - $91.47 $8,565 - $10,519
115 Added 3.71%
3,217 $493,000
Q1 2022

Apr 12, 2022
SELL
$85.0 - $96.56 $3,740 - $4,248
-44 Reduced 1.4%
3,102 $564,000
Q3 2021

Oct 12, 2021
SELL
$86.83 - $93.77 $3,646 - $3,938
-42 Reduced 1.32%
3,146 $560,000
Q2 2021

Jul 14, 2021
SELL
$88.32 - $93.52 $11,216 - $11,877
-127 Reduced 3.83%
3,188 $580,000
Q1 2021

Apr 21, 2021
BUY
$76.54 - $90.63 $22,808 - $27,007
298 Added 9.88%
3,315 $585,000
Q4 2020

Jan 25, 2021
BUY
$63.55 - $78.08 $29,233 - $35,916
460 Added 17.99%
3,017 $469,000
Q3 2020

Oct 13, 2020
BUY
$59.03 - $66.5 $28,452 - $32,053
482 Added 23.23%
2,557 $321,000
Q2 2020

Jul 13, 2020
BUY
$45.16 - $65.83 $23,302 - $33,968
516 Added 33.1%
2,075 $249,000
Q1 2020

Apr 14, 2020
BUY
$40.9 - $71.08 $5,889 - $10,235
144 Added 10.18%
1,559 $152,000
Q4 2019

Jan 16, 2020
BUY
$62.78 - $69.63 $88,833 - $98,526
1,415 New
1,415 $197,000

Others Institutions Holding IVOO

# of Institutions
295
Shares Held
11.3M
Call Options Held
3.4K
Put Options Held
200
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 Affiance Financial, LLC Portfolio

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

News

Stay updated on Affiance Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email