Crewe Advisors LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

A detailed history of Crewe Advisors LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Crewe Advisors LLC holds 53 shares of IVOG stock, worth $6,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 53 -0.0%

Holding current value

$6,530

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$89.35 - $96.91 $4,735 - $5,136	53 New	53 $4,000

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

Put Options Held

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

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

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Crewe Advisors LLC Vanguard S&P Mid Cap 400 Growt Transaction History