Moneta Group Investment Advisors LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 12,595 shares of IVOG stock, worth $1.48 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,595
Previous 6,904 82.43%
Holding current value
$1.48 Million
Previous $756,000 90.87%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$105.49 - $116.32 $600,343 - $661,977
5,691 Added 82.43%
12,595 $1.44 Million
Q2 2024

Aug 13, 2024
BUY
$105.32 - $113.24 $19,062 - $20,496
181 Added 2.69%
6,904 $756,000
Q4 2023

Feb 15, 2024
BUY
$84.65 - $99.33 $322,177 - $378,049
3,806 Added 130.48%
6,723 $660,000
Q3 2023

Nov 15, 2023
BUY
$89.35 - $96.91 $260,633 - $282,686
2,917 New
2,917 $263,000

Others Institutions Holding IVOG

# of Institutions
139
Shares Held
3M
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
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email