Vsm Wealth Advisory, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 371 shares of IVOO stock, worth $36,806. This represents 0.01% of its overall portfolio holdings.

Number of Shares

371

Holding current value

$36,806

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$104.52 - $115.08 $38,776 - $42,694	371 New	371 $39.1 Million

Others Institutions Holding IVOO

# of Institutions

295

Shares Held

11.3M

Call Options Held

3.4K

Put Options Held

200

Bank Of America Corp Charlotte, NC

1.3M
Shares

$129 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.02M
Shares

$102 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$89.3 Million
3.79% of portfolio
Ubs Group Ag

746K
Shares

$74 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

459K
Shares

$45.5 Million
0.04% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Vsm Wealth Advisory, LLC Vanguard S&P Mid Cap 400 ETF Transaction History