Creative Planning Vanguard S&P Mid Cap 400 Growt Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Creative Planning holds 8,061 shares of IVOG stock, worth $991,341. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,061

Previous 8,393 3.96%

Holding current value

$991,341

Previous $919,000 0.54%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$105.49 - $116.32 $35,022 - $38,618	-332 Reduced 3.96%	8,061 $924,000
Q2 2024 Aug 15, 2024	BUY	$105.32 - $113.24 $25,382 - $27,290	241 Added 2.96%	8,393 $919,000
Q1 2024 May 10, 2024	BUY	$95.22 - $113.45 $5,903 - $7,033	62 Added 0.77%	8,152 $924,000
Q4 2023 Feb 14, 2024	SELL	$84.65 - $99.33 $215,349 - $252,695	-2,544 Reduced 23.92%	8,090 $794,000
Q3 2023 Nov 16, 2023	BUY	$89.35 - $96.91 $203,628 - $220,857	2,279 Added 27.28%	10,634 $960,000
Q2 2023 Jul 21, 2023	BUY	$85.73 - $93.5 $3,172 - $3,459	37 Added 0.44%	8,355 $781,000
Q1 2023 May 15, 2023	BUY	$83.99 - $185.01 $346,038 - $762,241	4,120 Added 98.14%	8,318 $739,000
Q4 2022 Feb 10, 2023	SELL	$79.72 - $182.13 $637 - $1,457	-8 Reduced 0.19%	4,198 $710,000
Q3 2022 Nov 03, 2022	BUY	$78.0 - $94.24 $10,296 - $12,439	132 Added 3.24%	4,206 $662,000
Q2 2022 Aug 15, 2022	SELL	$76.85 - $96.88 $3,765 - $4,747	-49 Reduced 1.19%	4,074 $644,000
Q1 2022 May 16, 2022	BUY	$89.67 - $105.46 $114,060 - $134,145	1,272 Added 44.62%	4,123 $793,000
Q4 2021 Feb 11, 2022	SELL	$98.21 - $109.25 $60,890 - $67,735	-620 Reduced 17.86%	2,851 $603,000
Q3 2021 Nov 10, 2021	BUY	$96.36 - $103.76 $65,524 - $70,556	680 Added 24.36%	3,471 $684,000
Q2 2021 Aug 04, 2021	BUY	$95.46 - $103.25 $59,471 - $64,324	623 Added 28.74%	2,791 $560,000
Q1 2021 Apr 30, 2021	SELL	$88.14 - $99.25 $4,495 - $5,061	-51 Reduced 2.3%	2,168 $422,000
Q4 2020 Jan 29, 2021	BUY	$75.31 - $90.04 $4,593 - $5,492	61 Added 2.83%	2,219 $397,000
Q2 2020 Jul 23, 2020	SELL	$51.49 - $73.58 $1,853 - $2,648	-36 Reduced 1.64%	2,158 $300,000
Q1 2020 May 05, 2020	SELL	$46.42 - $76.49 $92 - $152	-2 Reduced 0.09%	2,194 $242,000
Q4 2019 Jan 30, 2020	SELL	$67.56 - $73.64 $17,768 - $19,367	-263 Reduced 10.7%	2,196 $323,000
Q3 2019 Nov 01, 2019	BUY	$69.24 - $70.76 $900 - $919	13 Added 0.53%	2,459 $343,000
Q1 2019 Apr 24, 2019	SELL	N/A	-200 Reduced 7.56%	2,446 $331,000
Q4 2018 Feb 01, 2019	BUY	N/A	6 Added 0.23%	2,646 $312,000
Q3 2018 Oct 25, 2018	BUY	N/A	100 Added 3.94%	2,640 $382,000
Q1 2018 Apr 18, 2018	SELL	N/A	-646 Reduced 20.28%	2,540 $343,000
Q4 2017 Jan 17, 2018	BUY	N/A	144 Added 4.73%	3,186 $424,000
Q3 2017 Oct 17, 2017	BUY	N/A	3,042	3,042 $382,000

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

More about IVOG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Vanguard S&P Mid Cap 400 Growt Transaction History