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

Domani Wealth, LLC

$431 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$46.42 - $76.49 $349,589 - $576,046	-7,531 Closed	0 $0
Q4 2018 Jan 25, 2019	BUY	N/A	7,531 New	7,531 $888,000

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

$78.4 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.6 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$19.7 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$16.5 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$15.9 Million
3.78% of portfolio

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 Domani Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Domani Wealth, LLC with notifications on news.