Number of Shares
76,785.00
Current Holdings Value*
$8.06 Mil
% of Portfolio
4.29%
Total Estimate Gain
$802,290.15
% of Total Estimate Gain
10.66%

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 $108.49, ASSET PLANNING CORPORATION's estimated gain on his IVOO holdings is $802,290.15, reflecting a 10.66% gain to date.

ASSET PLANNING CORPORATION IVOO ($108.49) Holding Chart

ASSET PLANNING CORPORATION IVOO ($108.49) 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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