Tandem Wealth Advisors LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Tandem Wealth Advisors LLC
- $186 Million
- Q1 2025
A detailed history of Tandem Wealth Advisors LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 4,580 shares of IVOO stock, worth $469,953. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,580
Previous 4,355
5.17%
Holding current value
$469,953
Previous $459,000
1.53%
% of portfolio
0.24%
Previous 0.24%
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$141 Million0.01% of portfolio
-
Morgan Stanley New York, NY910KShares$93.4 Million0.01% of portfolio
-
Ubs Group Ag855KShares$87.7 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY853KShares$87.6 Million0.01% of portfolio
-
Lockheed Martin Investment Management CO Bethesda, MD750KShares$77 Million3.02% of portfolio