Moneta Group Investment Advisors LLC Vanguard S&P Mid Cap 400 Value Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 11,652 shares of IVOV stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,652

Previous 5,732 103.28%

Holding current value

$1.15 Million

Previous $547,000 114.63%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$94.73 - $102.36 $560,801 - $605,971	5,920 Added 103.28%	11,652 $1.17 Million
Q2 2025 Aug 14, 2025	SELL	$79.85 - $95.57 $507,446 - $607,347	-6,355 Reduced 52.58%	5,732 $547,000
Q4 2024 Feb 11, 2025	SELL	$94.54 - $104.98 $7,563 - $8,398	-80 Reduced 0.66%	12,087 $1.16 Million
Q1 2024 Aug 13, 2024	BUY	$83.49 - $90.8 $50,094 - $54,480	600 Added 5.19%	12,167 $1.1 Million
Q4 2023 Feb 15, 2024	BUY	$71.8 - $88.58 $830,510 - $1.02 Million	11,567 New	11,567 $1.01 Million

Q2 2022 Aug 15, 2022	BUY	$70.08 - $84.23 $9,530 - $11,455	136 Added 8.53%	1,730 $250,000
Q1 2022 May 11, 2022	BUY	$78.21 - $85.96 $124,666 - $137,020	1,594 New	1,594 $267,000

Others Institutions Holding IVOV

# of Institutions

168

Shares Held

5.85M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

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Moneta Group Investment Advisors LLC Vanguard S&P Mid Cap 400 Value Transaction History