Base Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Base Wealth Management LLC
- $156 Billion
- Q2 2025
A detailed history of Base Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Base Wealth Management LLC holds 15,192 shares of IVOO stock, worth $1.69 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
15,192
Previous 17,162
11.48%
Holding current value
$1.69 Million
Previous $1.69 Billion
5.85%
% of portfolio
1.02%
Previous 1.29%
Shares
2 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