Global Retirement Partners, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,028 shares of IVOG stock, worth $233,037. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,028

Previous 2,028 -0.0%

Holding current value

$233,037

Previous $222,000 4.5%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$105.32 - $113.24 $21,064 - $22,648	-200 Reduced 8.98%	2,028 $222,000
Q1 2024 Apr 23, 2024	BUY	$95.22 - $113.45 $28,566 - $34,035	300 Added 15.56%	2,228 $252,000
Q4 2023 Jan 18, 2024	BUY	$84.65 - $99.33 $16,930 - $19,866	200 Added 11.57%	1,928 $189,000
Q1 2023 May 05, 2023	BUY	$83.99 - $185.01 $145,134 - $319,697	1,728 New	1,728 $153,000
Q4 2019 Jan 23, 2020	SELL	$67.56 - $73.64 $1,621 - $1,767	-24 Closed	0 $0
Q3 2019 Nov 19, 2019	SELL	$69.24 - $70.76 $15,717 - $16,062	-227 Reduced 90.44%	24 $3,000
Q4 2018 Feb 22, 2019	BUY	N/A	3 Added 1.21%	251 $30,000
Q3 2018 Oct 17, 2018	BUY	N/A	224 Added 933.33%	248 $36,000
Q3 2017 Aug 10, 2018	BUY	N/A	24	24 $3,000

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

Put Options Held

View Full List

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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Vanguard S&P Mid Cap 400 Growt Transaction History