Kingsview Wealth Management, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 2,301 shares of IVOV stock, worth $221,287. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,301
Previous 2,561 10.15%
Holding current value
$221,287
Previous $245,000 10.61%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$94.54 - $104.98 $24,580 - $27,294
-260 Reduced 10.15%
2,301 $219,000
Q2 2024

Aug 14, 2024
SELL
$83.94 - $90.83 $839 - $908
-10 Reduced 0.39%
2,561 $224,000
Q1 2024

May 09, 2024
SELL
$83.49 - $90.8 $12,523 - $13,620
-150 Reduced 5.51%
2,571 $233,000
Q4 2023

Feb 08, 2024
BUY
$71.8 - $88.58 $195,367 - $241,026
2,721 New
2,721 $237,000
Q3 2021

Dec 03, 2021
SELL
$76.58 - $83.26 $429,230 - $466,672
-5,605 Closed
0 $0
Q2 2021

Aug 17, 2021
BUY
$78.69 - $84.35 $441,057 - $472,781
5,605 New
5,605 $915,000
Q1 2021

May 24, 2021
SELL
$64.65 - $80.34 $605,770 - $752,785
-9,370 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$53.08 - $67.28 $20,966 - $26,575
-395 Reduced 4.05%
9,370 $1.23 Million
Q3 2020

Nov 19, 2020
BUY
$49.42 - $56.38 $8,302 - $9,471
168 Added 1.75%
9,765 $1.02 Million
Q2 2020

Aug 14, 2020
BUY
$38.82 - $58.17 $372,555 - $558,257
9,597 New
9,597 $987,000
Q3 2019

Jan 29, 2020
SELL
$60.92 - $62.63 $107,584 - $110,604
-1,766 Closed
0 $0
Q2 2019

Jan 29, 2020
SELL
N/A
-6,245 Reduced 77.96%
1,766 $217,000
Q1 2019

Jan 29, 2020
BUY
N/A
8,011 New
8,011 $960,000

Others Institutions Holding IVOV

# of Institutions
151
Shares Held
4.62M
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
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