Kestra Advisory Services, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Kestra Advisory Services, LLC

  • $14.4 Billion
  • Q1 2024

A detailed history of Kestra Advisory Services, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 65,817 shares of IVOG stock, worth $7.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
65,817
Previous 67,356 2.28%
Holding current value
$7.21 Million
Previous $6.62 Million 12.85%
% of portfolio
0.05%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$95.22 - $113.45 $146,543 - $174,599
-1,539 Reduced 2.28%
65,817 $7.47 Million
Q4 2023

Feb 14, 2024
SELL
$84.65 - $99.33 $236,258 - $277,230
-2,791 Reduced 3.98%
67,356 $6.62 Million
Q3 2023

Nov 09, 2023
BUY
$89.35 - $96.91 $89,439 - $97,006
1,001 Added 1.45%
70,147 $6.33 Million
Q2 2023

Aug 11, 2023
SELL
$85.73 - $93.5 $86,673 - $94,528
-1,011 Reduced 1.44%
69,146 $6.47 Million
Q1 2023

May 12, 2023
BUY
$83.99 - $185.01 $2.91 Million - $6.42 Million
34,704 Added 97.89%
70,157 $6.23 Million
Q4 2022

Jan 31, 2023
SELL
$166.62 - $182.13 $42,488 - $46,443
-255 Reduced 0.71%
35,453 $6 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-2,673 Reduced 6.96%
35,708 $5.62 Billion
Q2 2022

Aug 12, 2022
SELL
N/A
-371 Reduced 0.96%
38,381 $6.07 Million
Q1 2022

Apr 26, 2022
SELL
N/A
-207 Reduced 0.53%
38,752 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-340 Reduced 0.87%
38,959 $0
Q3 2021

Oct 19, 2021
BUY
N/A
2,534 Added 6.89%
39,299 $0
Q2 2021

Jul 28, 2021
BUY
N/A
38 Added 0.1%
36,765 $0
Q1 2021

May 10, 2021
SELL
N/A
-1,728 Reduced 4.49%
36,727 $0
Q4 2020

Jan 20, 2021
BUY
N/A
2,053 Added 5.64%
38,455 $6.87 Billion
Q3 2020

Nov 12, 2020
BUY
N/A
36,402 New
36,402 $5.43 Billion

Others Institutions Holding IVOG

# of Institutions
119
Shares Held
2.67M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

IVOG Quotes by TradingView
  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
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