Lji Wealth Management, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 97,346 shares of IVOG stock, worth $11.4 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
97,346
Previous 95,597 1.83%
Holding current value
$11.4 Million
Previous $11 Billion 0.11%
% of portfolio
2.16%
Previous 2.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$112.69 - $123.97 $197,094 - $216,823
1,749 Added 1.83%
97,346 $11 Billion
Q3 2024

Nov 06, 2024
BUY
$105.49 - $116.32 $459,092 - $506,224
4,352 Added 4.77%
95,597 $11 Billion
Q2 2024

Aug 12, 2024
BUY
$105.32 - $113.24 $436,551 - $469,379
4,145 Added 4.76%
91,245 $10 Billion
Q1 2024

May 15, 2024
BUY
$95.22 - $113.45 $252,237 - $300,529
2,649 Added 3.14%
87,100 $9.88 Billion
Q4 2023

Feb 13, 2024
BUY
$84.65 - $99.33 $149,999 - $176,012
1,772 Added 2.14%
84,451 $8.3 Billion
Q3 2023

Feb 02, 2024
BUY
$89.35 - $96.91 $340,512 - $369,324
3,811 Added 4.83%
82,679 $7.47 Billion
Q2 2023

Feb 02, 2024
BUY
$85.73 - $93.5 $166,916 - $182,044
1,947 Added 2.53%
78,868 $7.37 Billion
Q1 2023

Feb 02, 2024
BUY
$83.99 - $185.01 $3.39 Million - $7.47 Million
40,363 Added 110.41%
76,921 $6.83 Billion
Q4 2022

Jan 02, 2024
BUY
$79.72 - $182.13 $2.91 Million - $6.66 Million
36,558 New
36,558 $6.19 Billion

Others Institutions Holding IVOG

# of Institutions
139
Shares Held
3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

IVOG Quotes by TradingView
  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email