First Purpose Wealth LLC Vanguard S&P Mid Cap 400 Value Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, First Purpose Wealth LLC holds 4,000 shares of IVOV stock, worth $395,480. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$395,480
Previous $348,000 4.31%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$74.3 - $176.9 $148,600 - $353,800
2,000 Added 100.0%
4,000 $314,000
Q4 2021

Feb 24, 2022
BUY
$79.95 - $87.45 $159,900 - $174,900
2,000 New
2,000 $337,000

Others Institutions Holding IVOV

# of Institutions
169
Shares Held
5.85M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email