Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,262 shares of IVOO stock, worth $657,760. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,262

Previous 6,881 9.0%

Holding current value

$657,760

Previous $726,000 9.09%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$104.52 - $115.08 $64,697 - $71,234	-619 Reduced 9.0%	6,262 $660,000
Q3 2024 Nov 13, 2024	BUY	$97.05 - $106.1 $122,283 - $133,686	1,260 Added 22.42%	6,881 $726,000
Q2 2024 Aug 08, 2024	SELL	$95.6 - $102.96 $5,736 - $6,177	-60 Reduced 1.06%	5,621 $557,000
Q1 2024 May 06, 2024	SELL	$90.9 - $103.01 $540,036 - $611,982	-5,941 Reduced 51.12%	5,681 $585,000
Q1 2023 May 09, 2023	BUY	$80.26 - $183.76 $466,390 - $1.07 Million	5,811 Added 100.0%	11,622 $984,000
Q4 2022 Feb 13, 2023	BUY	$75.71 - $174.3 $215,849 - $496,929	2,851 Added 96.32%	5,811 $950,000
Q3 2022 Nov 14, 2022	BUY	$74.3 - $89.13 $219,928 - $263,824	2,960 New	2,960 $440,000

Others Institutions Holding IVOO

# of Institutions

292

Shares Held

11.3M

Call Options Held

3.4K

Put Options Held

200

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History