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

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025

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 113,975 shares of IVOG stock, worth $13.1 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
113,975
Previous 101,949 11.8%
Holding current value
$13.1 Million
Previous $10.5 Billion 22.48%
% of portfolio
2.24%
Previous 2.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$91.51 - $113.03 $1.1 Million - $1.36 Million
12,026 Added 11.8%
113,975 $12.9 Billion
Q1 2025

May 01, 2025
BUY
$101.13 - $119.79 $465,501 - $551,393
4,603 Added 4.73%
101,949 $10.5 Billion
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
164
Shares Held
3.56M
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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