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 $927,418. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,061

Previous 8,393 3.96%

Holding current value

$927,418

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

129

Shares Held

2.92M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

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