Atlas Capital Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Atlas Capital Advisors LLC

  • $819 Billion
  • Q2 2025

A detailed history of Atlas Capital Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 800 shares of IVOO stock, worth $86,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares
800
Previous 1,065 24.88%
Holding current value
$86,880
Previous $105 Million 20.1%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$86.58 - $104.98 $22,943 - $27,819
-265 Reduced 24.88%
800 $84 Million
Q1 2025

May 12, 2025
BUY
$96.85 - $111.39 $3,196 - $3,675
33 Added 3.2%
1,065 $105 Million
Q4 2024

Feb 12, 2025
SELL
$104.52 - $115.08 $3,553 - $3,912
-34 Reduced 3.19%
1,032 $109 Million
Q3 2024

Nov 05, 2024
SELL
$97.05 - $106.1 $20,768 - $22,705
-214 Reduced 16.72%
1,066 $113 Million
Q2 2024

Jul 29, 2024
SELL
$95.6 - $102.96 $8,890 - $9,575
-93 Reduced 6.77%
1,280 $127 Million
Q1 2024

Apr 15, 2024
BUY
$90.9 - $103.01 $34,905 - $39,555
384 Added 38.83%
1,373 $141 Million
Q4 2023

Feb 15, 2024
SELL
$78.64 - $94.88 $550 - $664
-7 Reduced 0.7%
989 $92.9 Million
Q3 2023

Nov 14, 2023
SELL
$83.66 - $92.16 $2,844 - $3,133
-34 Reduced 3.3%
996 $84.2 Million
Q2 2023

Aug 15, 2023
SELL
$81.37 - $88.56 $325 - $354
-4 Reduced 0.39%
1,030 $91.2 Million
Q1 2023

May 16, 2023
BUY
$80.26 - $183.76 $39,648 - $90,777
494 Added 91.48%
1,034 $87.6 Million
Q4 2022

Feb 15, 2023
SELL
$75.71 - $174.3 $227 - $522
-3 Reduced 0.55%
540 $88.3 Million
Q3 2022

Nov 08, 2022
BUY
$74.3 - $89.13 $1,783 - $2,139
24 Added 4.62%
543 $80.7 Million
Q2 2022

Aug 16, 2022
SELL
$74.48 - $91.47 $4,990 - $6,128
-67 Reduced 11.43%
519 $79.5 Million
Q1 2022

May 11, 2022
BUY
$85.0 - $96.56 $340 - $386
4 Added 0.69%
586 $107 Million
Q4 2021

Feb 01, 2022
SELL
$89.97 - $98.34 $3,058 - $3,343
-34 Reduced 5.52%
582 $111 Million
Q3 2021

Oct 28, 2021
SELL
$86.83 - $93.77 $5,470 - $5,907
-63 Reduced 9.28%
616 $0
Q2 2021

Jul 30, 2021
BUY
$88.32 - $93.52 $8,213 - $8,697
93 Added 15.87%
679 $0
Q1 2021

May 10, 2021
SELL
$76.54 - $90.63 $3,980 - $4,712
-52 Reduced 8.15%
586 $0
Q4 2020

Feb 16, 2021
BUY
$63.55 - $78.08 $40,544 - $49,815
638 New
638 $0
Q3 2020

Oct 23, 2020
SELL
$59.03 - $66.5 $30,931 - $34,846
-524 Closed
0 $0
Q2 2020

Jul 28, 2020
SELL
$45.16 - $65.83 $4,109 - $5,990
-91 Reduced 14.8%
524 $0
Q1 2020

May 04, 2020
BUY
$40.9 - $71.08 $3,599 - $6,255
88 Added 16.7%
615 $0
Q4 2019

Jan 28, 2020
BUY
$62.78 - $69.63 $3,704 - $4,108
59 Added 12.61%
527 $0
Q3 2019

Nov 01, 2019
BUY
$64.81 - $66.58 $259 - $266
4 Added 0.86%
468 $0
Q2 2019

Jul 25, 2019
SELL
N/A
-48 Reduced 9.38%
464 $0
Q1 2019

Apr 29, 2019
SELL
N/A
-283 Reduced 35.6%
512 $0
Q4 2018

Jan 29, 2019
SELL
N/A
-869 Reduced 52.22%
795 $0
Q3 2018

Nov 09, 2018
BUY
N/A
1,060 Added 175.5%
1,664 $0
Q2 2018

Jul 30, 2018
SELL
N/A
-76 Reduced 11.18%
604 $0
Q1 2018

Apr 18, 2018
BUY
N/A
680 New
680 $0

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 Atlas Capital Advisors LLC Portfolio

Follow Atlas Capital Advisors 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 Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email