Avantax Advisory Services, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,796 shares of IVOO stock, worth $411,903. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,796
Previous 3,002 26.45%
Holding current value
$411,903
Previous $297,000 34.68%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$97.05 - $106.1 $77,057 - $84,243
794 Added 26.45%
3,796 $400,000
Q2 2024

Aug 09, 2024
BUY
$95.6 - $102.96 $61,088 - $65,791
639 Added 27.04%
3,002 $297,000
Q1 2024

May 08, 2024
BUY
$90.9 - $103.01 $454 - $515
5 Added 0.21%
2,363 $243,000
Q4 2023

Feb 07, 2024
SELL
$78.64 - $94.88 $81,313 - $98,105
-1,034 Reduced 30.48%
2,358 $221,000
Q3 2023

Nov 07, 2023
BUY
$83.66 - $92.16 $283,774 - $312,606
3,392 New
3,392 $286,000

Others Institutions Holding IVOO

# of Institutions
278
Shares Held
10.4M
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
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