ASSET PLANNING CORPORATION IVOO Holdings History
ASSET PLANNING CORPORATION's Vanguard S&P Mid-Cap 400 ETF Holding Summary
As of 2025-06-30, ASSET PLANNING CORPORATION held 76,785.00 shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), totaling $8.06 Mil. This investment constitutes 4.29% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.32% of the outstanding Vanguard S&P Mid-Cap 400 ETF(IVOO) stock.
The initial trade took place in 2024Q1. And since then ASSET PLANNING CORPORATION has made 6 purchases of IVOO, at an average price of $98.04, for a total of 76,785.00 shares. Based on historical transaction data and IVOO's current price of $107.96, ASSET PLANNING CORPORATION's estimated gain on his IVOO holdings is $761,594.10, reflecting a 10.12% gain to date.
ASSET PLANNING CORPORATION IVOO ($107.96) Holding Chart
ASSET PLANNING CORPORATION IVOO ($107.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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