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

Gateway Advisory, LLC

$558 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 21, 2021	SELL	$96.36 - $103.76 $1.81 Million - $1.95 Million	-18,747 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$95.46 - $103.25 $281,893 - $304,897	2,953 Added 18.7%	18,747 $3.76 Million
Q1 2021 Apr 12, 2021	BUY	$88.14 - $99.25 $37,900 - $42,677	430 Added 2.8%	15,794 $3.07 Million
Q4 2020 Jan 11, 2021	BUY	$75.31 - $90.04 $24,249 - $28,992	322 Added 2.14%	15,364 $2.75 Million
Q3 2020 Oct 23, 2020	BUY	$68.81 - $77.86 $18,165 - $20,555	264 Added 1.79%	15,042 $2.24 Million
Q2 2020 Jul 21, 2020	BUY	$51.49 - $73.58 $760,919 - $1.09 Million	14,778 New	14,778 $2.06 Million
Q1 2020 Apr 07, 2020	SELL	$46.42 - $76.49 $1.47 Million - $2.42 Million	-31,658 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$67.56 - $73.64 $1.03 Million - $1.12 Million	15,174 Added 92.05%	31,658 $4.65 Million
Q3 2019 Oct 09, 2019	BUY	$69.24 - $70.76 $1.14 Million - $1.17 Million	16,484 New	16,484 $2.3 Million
Q4 2018 Jan 23, 2019	SELL	N/A	-45,155 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	N/A	12,675 Added 39.02%	45,155 $6.53 Million
Q2 2018 Jul 25, 2018	BUY	N/A	6,932 Added 27.13%	32,480 $4.52 Million
Q1 2018 Apr 20, 2018	BUY	N/A	417 Added 1.66%	25,548 $3.45 Million
Q4 2017 Feb 09, 2018	BUY	N/A	1,097 Added 4.56%	25,131 $3.34 Million
Q3 2017 Nov 08, 2017	BUY	N/A	24,034	24,034 $3.02 Million

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
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