Plante Moran Financial Advisors, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $927 Million
  • Q1 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 306 shares of IVOO stock, worth $29,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
306
Previous 246 24.39%
Holding current value
$29,966
Previous $23,000 34.78%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$90.9 - $103.01 $5,454 - $6,180
60 Added 24.39%
306 $31,000
Q2 2023

Aug 07, 2023
SELL
$81.37 - $88.56 $3,254 - $3,542
-40 Reduced 13.99%
246 $21,000
Q1 2023

May 08, 2023
BUY
$80.26 - $183.76 $13,082 - $29,952
163 Added 132.52%
286 $24,000
Q4 2021

Feb 09, 2022
BUY
N/A
123 New
123 $24,000

Others Institutions Holding IVOO

# of Institutions
246
Shares Held
8.96M
Call Options Held
5.6K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email