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

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 97,346 shares of IVOG stock, worth $10.8 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

97,346

Previous 95,597 1.83%

Holding current value

$10.8 Million

Previous $11 Billion 0.11%

% of portfolio

2.16%

Previous 2.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$112.69 - $123.97 $197,094 - $216,823	1,749 Added 1.83%	97,346 $11 Billion
Q3 2024 Nov 06, 2024	BUY	$105.49 - $116.32 $459,092 - $506,224	4,352 Added 4.77%	95,597 $11 Billion
Q2 2024 Aug 12, 2024	BUY	$105.32 - $113.24 $436,551 - $469,379	4,145 Added 4.76%	91,245 $10 Billion
Q1 2024 May 15, 2024	BUY	$95.22 - $113.45 $252,237 - $300,529	2,649 Added 3.14%	87,100 $9.88 Billion
Q4 2023 Feb 13, 2024	BUY	$84.65 - $99.33 $149,999 - $176,012	1,772 Added 2.14%	84,451 $8.3 Billion
Q3 2023 Feb 02, 2024	BUY	$89.35 - $96.91 $340,512 - $369,324	3,811 Added 4.83%	82,679 $7.47 Billion
Q2 2023 Feb 02, 2024	BUY	$85.73 - $93.5 $166,916 - $182,044	1,947 Added 2.53%	78,868 $7.37 Billion
Q1 2023 Feb 02, 2024	BUY	$83.99 - $185.01 $3.39 Million - $7.47 Million	40,363 Added 110.41%	76,921 $6.83 Billion
Q4 2022 Jan 02, 2024	BUY	$79.72 - $182.13 $2.91 Million - $6.66 Million	36,558 New	36,558 $6.19 Billion

Others Institutions Holding IVOG

# of Institutions

150

Shares Held

3.37M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

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