Ownership history in Avior Wealth Management, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VANGUARD S&P MID-CAP 400 VALUE ETF (IVOV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 150,771 | +11,443 | +8.2% | 0.47% | $15.2M | $101.01 |
| 2025 Q3 | ADDED | 139,328 | +14,451 | +11.6% | 0.45% | $14.0M | $98.99 |
| 2025 Q2 | ADDED | 124,877 | +107,424 | +615.5% | 0.41% | $11.9M | $93.78 |
| 2025 Q1 | REDUCED | 17,453 | -72 | -0.4% | 0.06% | $1.6M | $90.41 |
| 2024 Q4 | REDUCED | 17,525 | -26 | -0.1% | 0.06% | $1.7M | $93.87 |
| 2024 Q3 | REDUCED | 17,551 | -7 | -0.0% | 0.07% | $1.7M | $92.42 |
| 2024 Q2 | REDUCED | 17,558 | -38 | -0.2% | 0.07% | $1.5M | $84.54 |
| 2024 Q1 | REDUCED | 17,596 | -1,395 | -7.3% | 0.07% | $1.6M | $87.66 |
| 2023 Q4 | REDUCED | 18,991 | -2,286 | -10.7% | 0.10% | $1.7M | $84.16 |
| 2023 Q3 | REDUCED | 21,277 | -180 | -0.8% | 0.11% | $1.7M | $74.09 |
As of 2025 Q4 — sorted by position size