Valued Wealth Advisors LLC's ownership history for IVW

Valued Wealth Advisors LLC currently holds 236 shares with a market value of $29.1K. It started holding IVW on 2024-09-30. At its peak, it held 3.0K shares on 2025-03-31. Its highest holding value was $300.1K on 2024-12-31. At its lowest, it held 236 shares on 2025-12-31, with a value of $29.1K on 2025-12-31. In the recent 180 days, Valued Wealth Advisors LLC has decreased its shares by 303. In the recent year, Valued Wealth Advisors LLC has decreased its shares by 2.7K.