Doyle Wealth Management Vanguard S&P Mid Cap 400 ETF Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$64.81 - $66.58 $3,888 - $3,994	-60 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	60 New	60 $8,000

Others Institutions Holding IVOO

# of Institutions

270

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.24M
Shares

$131 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$107 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$95.4 Million
4.43% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$81.5 Million
0.02% of portfolio
Ubs Group Ag

612K
Shares

$64.9 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Doyle Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Doyle Wealth Management with notifications on news.