Amplius Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$89.67 - $105.46 $8,428 - $9,913	-94 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$98.21 - $109.25 $9,231 - $10,269	94 New	94 $19,000

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

688K
Shares

$84.8 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$23.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$21.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$17.9 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$17.2 Million
3.78% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
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