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

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,380 shares of IVOG stock, worth $274,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,380
Previous 2,371 0.38%
Holding current value
$274,818
Previous $244,000 10.25%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$91.51 - $113.03 $823 - $1,017
9 Added 0.38%
2,380 $269,000
Q1 2025

May 06, 2025
BUY
$101.13 - $119.79 $217,935 - $258,147
2,155 Added 997.69%
2,371 $244,000
Q4 2024

Feb 13, 2025
BUY
$112.69 - $123.97 $24,341 - $26,777
216 New
216 $24,000
Q4 2023

Feb 14, 2024
BUY
$84.65 - $99.33 $4,317 - $5,065
51 Added 1.86%
2,796 $274,000
Q3 2023

Oct 11, 2023
BUY
$89.35 - $96.91 $245,265 - $266,017
2,745 New
2,745 $247,000

Others Institutions Holding IVOG

# of Institutions
157
Shares Held
3.51M
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 Ae Wealth Management LLC Portfolio

Follow Ae 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email