Global Wealth Management Investment Advisory, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$83.66 - $92.16 $7,780 - $8,570	-93 Reduced 78.15%	26 $2,000
Q2 2023 Aug 10, 2023	BUY	$81.37 - $88.56 $9,683 - $10,538	119 New	119 $10,000
Q1 2022 May 17, 2022	SELL	$85.0 - $96.56 $32,980 - $37,465	-388 Reduced 96.76%	13 $2,000
Q3 2021 Nov 16, 2021	BUY	$86.83 - $93.77 $34,818 - $37,601	401 New	401 $71,000

Others Institutions Holding IVOO

# of Institutions

252

Shares Held

9.12M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.18M
Shares

$124 Million
0.01% of portfolio
Morgan Stanley New York, NY

985K
Shares

$104 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$94.9 Million
5.16% of portfolio
Ubs Group Ag

570K
Shares

$60.1 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

368K
Shares

$38.8 Million
0.04% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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