Investment Planning Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,532 shares of VO stock, worth $448,201. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,532
Previous 1,581
3.1%
Holding current value
$448,201
Previous $408,000
4.9%
% of portfolio
0.21%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,434Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio