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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 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 2,330 shares of IVOG stock, worth $273,844. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,330
Previous 2,380 2.1%
Holding current value
$273,844
Previous $269,000 3.35%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$113.73 - $121.28 $5,686 - $6,064
-50 Reduced 2.1%
2,330 $278,000
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
175
Shares Held
5.19M
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
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