Envision Financial Planning, LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Envision Financial Planning, LLC
- $196 Billion
- Q1 2025
A detailed history of Envision Financial Planning, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Envision Financial Planning, LLC holds 8,402 shares of IVOO stock, worth $889,267. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,402Holding current value
$889,267% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding IVOO
# of Institutions
302Shares Held
12.7MCall Options Held
3KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.37MShares$145 Million0.01% of portfolio
-
Morgan Stanley New York, NY910KShares$96.3 Million0.01% of portfolio
-
Ubs Group Ag855KShares$90.5 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY853KShares$90.3 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD750KShares$79.4 Million2.95% of portfolio