Captrust Financial Advisors Vanguard S&P Mid Cap 400 Growt Transaction History

Captrust Financial Advisors

$34.2 Billion
Q4 2024

A detailed history of Captrust Financial Advisors transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Captrust Financial Advisors holds 3,491 shares of IVOG stock, worth $369,452. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,491

Previous 3,360 3.9%

Holding current value

$369,452

Previous $385,000 2.08%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$112.69 - $123.97 $14,762 - $16,240	131 Added 3.9%	3,491 $393,000
Q3 2024 Nov 14, 2024	BUY	$105.49 - $116.32 $149,373 - $164,709	1,416 Added 72.84%	3,360 $385,000
Q1 2024 May 15, 2024	SELL	$95.22 - $113.45 $96,172 - $114,584	-1,010 Reduced 34.19%	1,944 $220,000
Q2 2023 Aug 14, 2023	BUY	$85.73 - $93.5 $253,246 - $276,199	2,954 New	2,954 $276,000
Q2 2022 Aug 23, 2022	SELL	$76.85 - $96.88 $15,754 - $19,860	-205 Reduced 23.51%	667 $105,000
Q2 2022 Aug 16, 2022	BUY	$76.85 - $96.88 $30,125 - $37,976	392 Added 81.67%	872 $138,000
Q1 2022 May 16, 2022	BUY	$89.67 - $105.46 $42,951 - $50,515	479 Added 47900.0%	480 $92,000
Q2 2017 Nov 13, 2017	BUY	N/A	1	1 $0

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
Sector ETFs
Industry ETFs

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Captrust Financial Advisors Vanguard S&P Mid Cap 400 Growt Transaction History