Asset Planning Corporation Vanguard S&P Mid Cap 400 ETF Transaction History
Asset Planning Corporation
- $187 Million
- Q2 2025
A detailed history of Asset Planning Corporation transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Asset Planning Corporation holds 76,785 shares of IVOO stock, worth $8.54 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
76,785
Previous 60,290
27.36%
Holding current value
$8.54 Million
Previous $5.95 Million
35.46%
% of portfolio
4.3%
Previous 3.53%
Shares
6 transactions
Others Institutions Holding IVOO
# of Institutions
305Shares Held
13.6MCall Options Held
3KPut Options Held
100-
Goldman Sachs Group Inc New York, NY1.5MShares$167 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$131 Million0.01% of portfolio
-
Ubs Group Ag983KShares$109 Million0.02% of portfolio
-
Morgan Stanley New York, NY969KShares$108 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD750KShares$83.5 Million2.95% of portfolio