Vertex Planning Partners, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,900 shares of IVOO stock, worth $283,997. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,900
Previous 2,900 -0.0%
Holding current value
$283,997
Previous $273 Million 9.62%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 16, 2023
BUY
$80.26 - $183.76 $116,377 - $266,452
1,450 Added 100.0%
2,900 $246 Million
Q4 2022

Feb 06, 2023
BUY
$160.22 - $174.3 $232,319 - $252,735
1,450 New
1,450 $237 Million

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 Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email