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

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 2,136 shares of IVOO stock, worth $231,969. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,136
Previous 2,145 0.42%
Holding current value
$231,969
Previous $225,000 4.44%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$105.03 - $112.54 $945 - $1,012
-9 Reduced 0.42%
2,136 $235,000
Q2 2025

Jul 28, 2025
SELL
$86.58 - $104.98 $67,532 - $81,884
-780 Reduced 26.67%
2,145 $225,000
Q1 2025

May 09, 2025
BUY
$96.85 - $111.39 $3,874 - $4,455
40 Added 1.39%
2,925 $288,000
Q4 2024

Jan 23, 2025
SELL
$104.52 - $115.08 $31,983 - $35,214
-306 Reduced 9.59%
2,885 $304,000
Q3 2024

Oct 21, 2024
BUY
$97.05 - $106.1 $309,686 - $338,565
3,191 New
3,191 $337,000

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
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