Merit Financial Group, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Merit Financial Group, LLC holds 6,196 shares of IVOG stock, worth $728,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,196

Previous 6,482 4.41%

Holding current value

$728,649

Previous $743,000 6.06%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$112.69 - $123.97 $32,229 - $35,455	-286 Reduced 4.41%	6,196 $698,000
Q3 2024 Oct 17, 2024	SELL	$105.49 - $116.32 $46,099 - $50,831	-437 Reduced 6.32%	6,482 $743,000
Q2 2024 Aug 13, 2024	BUY	$105.32 - $113.24 $5,476 - $5,888	52 Added 0.76%	6,919 $757,000
Q1 2024 May 06, 2024	SELL	$95.22 - $113.45 $16,949 - $20,194	-178 Reduced 2.53%	6,867 $779,000
Q3 2023 Nov 07, 2023	SELL	$89.35 - $96.91 $1,965 - $2,132	-22 Reduced 0.31%	7,045 $636,000
Q2 2023 Aug 01, 2023	SELL	$85.73 - $93.5 $2,829 - $3,085	-33 Reduced 0.46%	7,067 $660,000
Q1 2023 Apr 24, 2023	BUY	$83.99 - $185.01 $285,733 - $629,404	3,402 Added 92.0%	7,100 $630,000
Q4 2022 Jan 13, 2023	SELL	$79.72 - $182.13 $33,004 - $75,401	-414 Reduced 10.07%	3,698 $0
Q3 2022 Oct 31, 2022	SELL	$78.0 - $94.24 $249,990 - $302,039	-3,205 Reduced 43.8%	4,112 $647,000
Q2 2022 Aug 08, 2022	BUY	$76.85 - $96.88 $323,154 - $407,380	4,205 Added 135.12%	7,317 $1.16 Million
Q1 2022 May 13, 2022	BUY	$89.67 - $105.46 $279,053 - $328,191	3,112 New	3,112 $599,000

Others Institutions Holding IVOG

# of Institutions

139

Shares Held

2.97M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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Merit Financial Group, LLC Vanguard S&P Mid Cap 400 Growt Transaction History