Cwm, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	SELL	$83.99 - $185.01 $9,322 - $20,536	-111 Reduced 98.23%	2 $0
Q4 2022 Feb 01, 2023	BUY	$79.72 - $182.13 $9,008 - $20,580	113 New	113 $19,000
Q1 2019 Apr 22, 2019	BUY	N/A	148 Added 112.12%	280 $38,000
Q4 2018 Jan 25, 2019	BUY	N/A	132 New	132 $16,000

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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