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

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 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 $317,608. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,900
Previous 2,900 -0.0%
Holding current value
$317,608
Previous $287 Million 6.58%
% of portfolio
0.07%
Previous 0.07%

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
$75.71 - $174.3 $109,779 - $252,735
1,450 New
1,450 $237 Million

Others Institutions Holding IVOO

# of Institutions
269
Shares Held
9.99M
Call Options Held
3.4K
Put Options Held
200
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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