American Financial & Tax Strategies Inc Vanguard S&P Mid Cap 400 Growt Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 5,400 shares of IVOG stock, worth $611,766. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,400
Previous 5,587
3.35%
Holding current value
$611,766
Previous $611,000
1.31%
% of portfolio
0.32%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding IVOG
# of Institutions
133Shares Held
2.94MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS678KShares$76.9 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$21.5 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$18.2 Million0.01% of portfolio
-
Octavia Wealth Advisors, LLC145KShares$16.5 Million2.07% of portfolio
-
Stordahl Capital Management, Inc.139KShares$15.8 Million3.78% of portfolio