Phoenix Wealth Advisors Vanguard S&P Mid Cap 400 ETF Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$89.97 - $98.34 $7,017 - $7,670	-78 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$63.55 - $78.08 $4,956 - $6,090	78 New	78 $12,000

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

$132 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$108 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$96.1 Million
4.43% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$82 Million
0.02% of portfolio
Ubs Group Ag

612K
Shares

$65.3 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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