Waldron Private Wealth LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Waldron Private Wealth LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Waldron Private Wealth LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 3,052 shares of IVOO stock, worth $331,447. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,052
Previous 3,369 9.41%
Holding current value
$331,447
Previous $353,000 4.82%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 29, 2025
SELL
$105.03 - $112.54 $33,294 - $35,675
-317 Reduced 9.41%
3,052 $336,000
Q1 2025

May 08, 2025
BUY
$96.85 - $111.39 $31,476 - $36,201
325 Added 10.68%
3,369 $332,000
Q4 2023

Jan 30, 2024
BUY
$78.64 - $94.88 $239,380 - $288,814
3,044 New
3,044 $286,000

Others Institutions Holding IVOO

# of Institutions
309
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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