Aberdeen Wealth Management LLC IVOV Holdings History
Aberdeen Wealth Management LLC's Vanguard S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Aberdeen Wealth Management LLC held 120,957.00 shares of Vanguard S&P Mid-Cap 400 Value ETF(IVOV), totaling $11.13 Mil. This investment constitutes 7.68% of their stock portfolio, and Aberdeen Wealth Management LLC now holds 1.24% of the outstanding Vanguard S&P Mid-Cap 400 Value ETF(IVOV) stock.
The initial trade took place in 2021Q4. And since then Aberdeen Wealth Management LLC has made 5 purchases of IVOV, at an average price of $83.95, for a total of 127,281.00 shares. In addition, there have been 8 sales at an average price of $89.32 for 6,324.00 shares. Based on historical transaction data and IVOV's current price of $97.12, Aberdeen Wealth Management LLC's estimated gain on his IVOV holdings is $1.63 Mil, reflecting a 15.22% gain to date.
Aberdeen Wealth Management LLC IVOV ($97.12) Holding Chart
Aberdeen Wealth Management LLC IVOV ($97.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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