ASSET PLANNING CORPORATION IVOO Holdings History
ASSET PLANNING CORPORATION's Vanguard S&P Mid-Cap 400 ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 60,290.00 shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), totaling $5.95 Mil. This investment constitutes 3.51% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.24% 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 5 purchases of IVOO, at an average price of $97.67, for a total of 60,290.00 shares. Based on historical transaction data and IVOO's current price of $108.03, ASSET PLANNING CORPORATION's estimated gain on his IVOO holdings is $624,452.25, reflecting a 10.60% gain to date.
ASSET PLANNING CORPORATION IVOO ($108.03) Holding Chart
ASSET PLANNING CORPORATION IVOO ($108.03) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
