Ci Private Wealth, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Ci Private Wealth, LLC holds 9,924 shares of IVOV stock, worth $981,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,924

Previous 2,828 250.92%

Holding current value

$981,185

Previous $269,000 271.75%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$94.73 - $102.36 $672,204 - $726,346	7,096 Added 250.92%	9,924 $1 Million
Q2 2025 Sep 26, 2025	SELL	$79.85 - $95.57 $225,815 - $270,271	-2,828 Reduced 50.0%	2,828 $269,000
Q2 2025 Aug 15, 2025	BUY	$79.85 - $95.57 $186,928 - $223,729	2,341 Added 70.62%	5,656 $539,000
Q1 2025 May 14, 2025	SELL	$89.89 - $100.28 $89,530 - $99,878	-996 Reduced 23.1%	3,315 $305,000
Q4 2024 Feb 10, 2025	SELL	$94.54 - $104.98 $51,997 - $57,739	-550 Reduced 11.31%	4,311 $411,000

Q3 2024 Nov 12, 2024	BUY	$86.19 - $95.75 $418,969 - $465,440	4,861 New	4,861 $465,000
Q1 2024 May 09, 2024	BUY	$83.49 - $90.8 $237,863 - $258,689	2,849 New	2,849 $258,000

Others Institutions Holding IVOV

# of Institutions

168

Shares Held

5.85M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
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Ci Private Wealth, LLC Vanguard S&P Mid Cap 400 Value Transaction History