Investment Planning Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 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 1,581 shares of VO stock, worth $400,103. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,581
Previous 1,439
9.87%
Holding current value
$400,103
Previous $380,000
7.37%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,329Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio