Ifp Advisors, Inc Vanguard S&P Mid Cap 400 Growt Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	SELL	$84.65 - $99.33 $14,390 - $16,886	-170 Reduced 37.78%	280 $27,000
Q2 2023 Aug 04, 2023	BUY	$85.73 - $93.5 $24,004 - $26,180	280 Added 164.71%	450 $42,000
Q1 2023 Apr 18, 2023	BUY	$83.99 - $185.01 $5,039 - $11,100	60 Added 54.55%	170 $15,000
Q4 2022 Feb 07, 2023	SELL	$79.72 - $182.13 $11,240 - $25,680	-141 Reduced 56.18%	110 $15,000
Q2 2022 Sep 06, 2022	BUY	$76.85 - $96.88 $19,289 - $24,316	251 New	251 $35,000
Q2 2022 Aug 12, 2022	SELL	$76.85 - $96.88 $19,289 - $24,316	-251 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$88.14 - $99.25 $12,427 - $13,994	141 Added 128.18%	251 $49,000
Q2 2020 Aug 05, 2020	BUY	$51.49 - $73.58 $3,346 - $4,782	65 Added 144.44%	110 $15,000
Q1 2020 May 12, 2020	SELL	$46.42 - $76.49 $9,655 - $15,909	-208 Reduced 82.21%	45 $5,000
Q4 2019 Jan 17, 2020	BUY	$67.56 - $73.64 $17,092 - $18,630	253 New	253 $38,000
Q3 2019 Nov 07, 2019	BUY	$69.24 - $70.76 $0 - $0	0 New	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-163 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	N/A	19 Added 13.19%	163 $0
Q2 2018 Aug 07, 2018	BUY	N/A	81 Added 128.57%	144 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-81 Reduced 56.25%	63 $8,000
Q1 2018 May 09, 2018	BUY	N/A	81 Added 128.57%	144 $0
Q2 2016 Jun 03, 2019	BUY	N/A	63	63 $7,000

Others Institutions Holding IVOG

# of Institutions

133

Shares Held

2.94M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

678K
Shares

$76.9 Million
0.15% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.5 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$18.2 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

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

139K
Shares

$15.8 Million
3.78% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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