Spring Vest Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 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 22,919 shares of IVOO stock, worth $2.33 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
22,919
Previous 23,101
0.79%
Holding current value
$2.33 Million
Previous $2.44 Billion
7.18%
% of portfolio
1.88%
Previous 2.09%
Shares
2 transactions
Others Institutions Holding IVOO
# of Institutions
296Shares Held
12.3MCall Options Held
3.1KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.37MShares$140 Million0.01% of portfolio
-
Morgan Stanley New York, NY910KShares$92.5 Million0.01% of portfolio
-
Ubs Group Ag855KShares$86.9 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY853KShares$86.7 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD750KShares$76.2 Million3.02% of portfolio