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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

SELL
$106.97 - $112.08 $177,784 - $186,276
-1,662 Reduced 12.15%
12,017 $1.34 Billion
Q3 2025

Oct 20, 2025

SELL
$105.03 - $112.54 $158,910 - $170,273
-1,513 Reduced 9.96%
13,679 $1.51 Billion
Q2 2025

Sep 19, 2025

SELL
$86.58 - $104.98 $170,562 - $206,810
-1,970 Reduced 11.48%
15,192 $1.59 Billion
Q1 2025

Sep 19, 2025

BUY
$96.85 - $111.39 $1.66 Million - $1.91 Million
17,162 New
17,162 $1.69 Billion

Others Institutions Holding IVOO

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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