Investment Planning Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,439 shares of VO stock, worth $389,148. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,439
Previous 976
47.44%
Holding current value
$389,148
Previous $257,000
47.86%
% of portfolio
0.19%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,290Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio