Life Steps Financial, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Life Steps Financial, Inc.

$128 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	BUY	$90.9 - $103.01 $155,984 - $176,765	1,716 New	1,716 $176,000

Others Institutions Holding IVOO

# of Institutions

270

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.24M
Shares

$131 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$107 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$95.5 Million
4.43% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$81.5 Million
0.02% of portfolio
Ubs Group Ag

612K
Shares

$64.9 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
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