Personal Wealth Partners Vanguard S&P Mid Cap 400 ETF Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	N/A	-1,406 Closed	0 $0
Q1 2021 Apr 20, 2021	BUY	N/A	1,406 New	1,406 $248,000

Others Institutions Holding IVOO

# of Institutions

246

Shares Held

8.96M

Call Options Held

5.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.12M
Shares

$110 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$106 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$88.8 Million
6.46% of portfolio
Ubs Group Ag

552K
Shares

$54.5 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$34.8 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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