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

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

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 2,885 shares of IVOO stock, worth $315,965. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,885
Previous 3,191 9.59%
Holding current value
$315,965
Previous $337,000 9.79%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
269
Shares Held
9.99M
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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