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 $1.55 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,595
Previous 6,904 82.43%
Holding current value
$1.55 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
138
Shares Held
2.95M
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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