Base Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Base Wealth Management LLC
- $186 Billion
- Q4 2025
A detailed history of Base Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Base Wealth Management LLC holds 12,017 shares of IVOO stock, worth $1.31 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
12,017
Previous 13,679
12.15%
Holding current value
$1.31 Million
Previous $1.51 Billion
11.02%
% of portfolio
0.72%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding IVOO
# of Institutions
311Shares Held
13.9MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY1.64MShares$178 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.31MShares$142 Million0.01% of portfolio
-
Morgan Stanley New York, NY985KShares$107 Million0.01% of portfolio
-
Ubs Group Ag867KShares$94.2 Million0.02% of portfolio
-
Hantz Financial Services, Inc.782KShares$84.9 Million1.31% of portfolio