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

Jeppson Wealth Management, LLC

$262 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$75.31 - $90.04 $7,531 - $9,004	-100 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$68.81 - $77.86 $6,881 - $7,786	100 New	100 $15,000

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
Sector ETFs
Industry ETFs

More about IVOG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.