Valued Wealth Advisors LLC's ownership history for IVW

Valued Wealth Advisors LLC currently holds 539 shares with a market value of $65.1K. 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 539 shares on 2025-06-30, with a value of $57.5K on 2024-09-30. In the recent 180 days, Valued Wealth Advisors LLC has decreased its shares by 2.5K. In the recent year, Valued Wealth Advisors LLC has decreased its shares by 62.