A detailed history of Soltis Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 233,525 shares of IVOO stock, worth $24.8 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
233,525
Previous 209,346 11.55%
Holding current value
$24.8 Million
Previous $21.6 Million 7.33%
% of portfolio
2.46%
Previous 2.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$95.6 - $102.96 $2.31 Million - $2.49 Million
24,179 Added 11.55%
233,525 $23.1 Million
Q1 2024

Apr 29, 2024

BUY
$90.9 - $103.01 $473,589 - $536,682
5,210 Added 2.55%
209,346 $21.6 Million
Q4 2023

Jan 26, 2024

BUY
$78.64 - $94.88 $3,302 - $3,984
42 Added 0.02%
204,136 $19.2 Million
Q3 2023

Nov 08, 2023

SELL
$83.66 - $92.16 $110,765 - $122,019
-1,324 Reduced 0.64%
204,094 $17.3 Million
Q2 2023

Aug 08, 2023

BUY
$81.37 - $88.56 $1.86 Million - $2.03 Million
22,917 Added 12.56%
205,418 $18.2 Million
Q1 2023

May 03, 2023

BUY
$80.26 - $183.76 $14.6 Million - $33.5 Million
182,501 New
182,501 $15.5 Million

Others Institutions Holding IVOO

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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