Wealth Bridge Capital Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 10,713 shares of IVOO stock, worth $1.14 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
10,713
Previous 10,699 0.13%
Holding current value
$1.14 Million
Previous $1.06 Million 6.7%
% of portfolio
0.33%
Previous 0.36%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$97.05 - $106.1 $1,358 - $1,485
14 Added 0.13%
10,713 $1.13 Million
Q2 2024

Aug 02, 2024
SELL
$95.6 - $102.96 $225,807 - $243,191
-2,362 Reduced 18.08%
10,699 $1.06 Million
Q1 2024

Apr 30, 2024
SELL
$90.9 - $103.01 $10,726 - $12,155
-118 Reduced 0.9%
13,061 $1.35 Million
Q4 2023

Feb 12, 2024
SELL
$78.64 - $94.88 $67,630 - $81,596
-860 Reduced 6.13%
13,179 $1.24 Million
Q3 2023

Nov 08, 2023
SELL
$83.66 - $92.16 $16,230 - $17,879
-194 Reduced 1.36%
14,039 $1.19 Million
Q2 2023

Aug 01, 2023
SELL
$81.37 - $88.56 $12,856 - $13,992
-158 Reduced 1.1%
14,233 $1.26 Million
Q1 2023

May 10, 2023
BUY
$80.26 - $183.76 $566,475 - $1.3 Million
7,058 Added 96.25%
14,391 $1.22 Million
Q4 2022

Jan 31, 2023
SELL
$75.71 - $174.3 $11,205 - $25,796
-148 Reduced 1.98%
7,333 $1.2 Million
Q2 2022

Aug 12, 2022
SELL
$74.48 - $91.47 $6,479 - $7,957
-87 Reduced 1.15%
7,481 $1.15 Million
Q1 2022

Apr 15, 2022
BUY
$85.0 - $96.56 $1,020 - $1,158
12 Added 0.16%
7,568 $1.38 Million
Q4 2021

Feb 11, 2022
SELL
$89.97 - $98.34 $21,502 - $23,503
-239 Reduced 3.07%
7,556 $1.45 Million
Q3 2021

Nov 12, 2021
BUY
$86.83 - $93.77 $10,940 - $11,815
126 Added 1.64%
7,795 $1.39 Million
Q1 2021

May 17, 2021
SELL
$76.54 - $90.63 $62,380 - $73,863
-815 Reduced 9.61%
7,669 $1.35 Million
Q4 2020

Feb 12, 2021
SELL
$63.55 - $78.08 $2,224 - $2,732
-35 Reduced 0.41%
8,484 $1.32 Million
Q3 2020

Nov 13, 2020
BUY
$59.03 - $66.5 $4,486 - $5,054
76 Added 0.9%
8,519 $1.07 Million
Q2 2020

Aug 14, 2020
BUY
$45.16 - $65.83 $7,632 - $11,125
169 Added 2.04%
8,443 $1.02 Million
Q1 2020

May 15, 2020
BUY
$40.9 - $71.08 $11,901 - $20,684
291 Added 3.65%
8,274 $805,000
Q4 2019

Feb 12, 2020
SELL
$62.78 - $69.63 $68,367 - $75,827
-1,089 Reduced 12.0%
7,983 $1.11 Million
Q3 2019

Nov 14, 2019
BUY
$64.81 - $66.58 $18,665 - $19,175
288 Added 3.28%
9,072 $1.18 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-203 Reduced 2.26%
8,784 $983,000
Q1 2019

May 15, 2019
BUY
N/A
203 Added 2.31%
8,987 $1.17 Million
Q4 2018

Feb 14, 2019
BUY
N/A
8,784 New
8,784 $983,000

Others Institutions Holding IVOO

# of Institutions
260
Shares Held
9.97M
Call Options Held
3.5K
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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