Investment Planning Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 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 1,710 shares of VO stock, worth $490,650. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,710
Previous 1,532
11.62%
Holding current value
$490,650
Previous $428,000
17.29%
% of portfolio
0.18%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio