Spring Vest Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 22,454 shares of IVOO stock, worth $2.5 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
22,454
Previous 22,919
2.03%
Holding current value
$2.5 Million
Previous $2.26 Billion
4.2%
% of portfolio
1.91%
Previous 1.88%
Shares
3 transactions
Others Institutions Holding IVOO
# of Institutions
304Shares Held
13.6MCall Options Held
3KPut Options Held
100-
Goldman Sachs Group Inc New York, NY1.5MShares$167 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$131 Million0.01% of portfolio
-
Ubs Group Ag983KShares$109 Million0.02% of portfolio
-
Morgan Stanley New York, NY969KShares$108 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD750KShares$83.5 Million2.95% of portfolio