Base Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 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 13,679 shares of IVOO stock, worth $1.49 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
13,679
Previous 15,192
9.96%
Holding current value
$1.49 Million
Previous $1.59 Billion
5.33%
% of portfolio
0.86%
Previous 1.02%
Shares
3 transactions
Others Institutions Holding IVOO
# of Institutions
309Shares Held
13.9MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY1.64MShares$178 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.31MShares$142 Million0.01% of portfolio
-
Morgan Stanley New York, NY985KShares$107 Million0.01% of portfolio
-
Ubs Group Ag867KShares$94.2 Million0.02% of portfolio
-
Hantz Financial Services, Inc.782KShares$84.9 Million1.31% of portfolio