Goal Vest Advisory LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Goal Vest Advisory LLC holds 134 shares of IVOG stock, worth $14,875. This represents 0.0% of its overall portfolio holdings.

Number of Shares

134

Holding current value

$14,875

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$112.69 - $123.97 $15,100 - $16,611	134 New	134 $15,000

Others Institutions Holding IVOG

# of Institutions

150

Shares Held

3.37M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

684K
Shares

$76 Million
0.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

198K
Shares

$22 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

175K
Shares

$19.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

146K
Shares

$16.2 Million
2.0% of portfolio

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

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Goal Vest Advisory LLC Vanguard S&P Mid Cap 400 Growt Transaction History