Heritage Wealth Advisors Vanguard S&P Mid Cap 400 Value Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Heritage Wealth Advisors holds 198 shares of IVOV stock, worth $19,576. This represents 0.0% of its overall portfolio holdings.

Number of Shares
198
Previous 1,975 89.97%
Holding current value
$19,576
Previous $188,000 89.89%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$94.73 - $102.36 $168,335 - $181,893
-1,777 Reduced 89.97%
198 $19,000
Q2 2025

Aug 11, 2025
BUY
$79.85 - $95.57 $157,703 - $188,750
1,975 New
1,975 $188,000

Others Institutions Holding IVOV

# of Institutions
168
Shares Held
5.87M
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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email