Global Wealth Strategies & Associates Vanguard S&P Mid Cap 400 ETF Transaction History

Global Wealth Strategies & Associates

$320 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 02, 2024	BUY	$78.64 - $94.88 $943 - $1,138	12 New	12 $1.13 Million

Others Institutions Holding IVOO

# of Institutions

294

Shares Held

11.3M

Call Options Held

3.4K

Put Options Held

200

Bank Of America Corp Charlotte, NC

1.3M
Shares

$133 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.02M
Shares

$105 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$91.8 Million
3.79% of portfolio
Ubs Group Ag

746K
Shares

$76.1 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

459K
Shares

$46.8 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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