Barrett & Company, Inc. Vanguard S&P Mid Cap 400 Growt Transaction History

Barrett & Company, Inc.

$237 Billion
Q4 2024

A detailed history of Barrett & Company, Inc. transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Barrett & Company, Inc. holds 968 shares of IVOG stock, worth $102,443. This represents 0.05% of its overall portfolio holdings.

Number of Shares

968

Previous 960 0.83%

Holding current value

$102,443

Previous $110 Million 0.93%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$112.69 - $123.97 $901 - $991	8 Added 0.83%	968 $109 Million
Q3 2024 Oct 24, 2024	SELL	$105.49 - $116.32 $105 - $116	-1 Reduced 0.1%	960 $110 Million
Q1 2024 Apr 17, 2024	BUY	$95.22 - $113.45 $95 - $113	1 Added 0.1%	961 $109 Million
Q4 2023 Jan 24, 2024	BUY	$84.65 - $99.33 $846 - $993	10 Added 1.05%	960 $94.3 Million
Q1 2023 May 11, 2023	BUY	$83.99 - $185.01 $79,790 - $175,759	950 New	950 $84.4 Million
Q4 2022 May 23, 2023	SELL	$79.72 - $182.13 $37,867 - $86,511	-475 Reduced 50.0%	475 $80.4 Million
Q3 2022 Jun 13, 2023	SELL	$78.0 - $94.24 $37,050 - $44,764	-475 Reduced 50.0%	475 $80.4 Million

Others Institutions Holding IVOG

# of Institutions

150

Shares Held

3.37M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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Barrett & Company, Inc. Vanguard S&P Mid Cap 400 Growt Transaction History