Golden State Wealth Management, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$51.49 - $73.58 $51,026 - $72,917	-991 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$46.42 - $76.49 $46,002 - $75,801	991 New	991 $109,000

Others Institutions Holding IVOG

# of Institutions

143

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

688K
Shares

$81.1 Million
0.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

198K
Shares

$23.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$22.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$20.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

146K
Shares

$17.2 Million
2.0% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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