Montag A & Associates Inc Vanguard S&P Mid Cap 400 Growt Transaction History

Montag A & Associates Inc

$2.08 Billion
Q4 2024

A detailed history of Montag A & Associates Inc transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Montag A & Associates Inc holds 12,875 shares of IVOG stock, worth $1.39 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,875

Previous 11,330 13.64%

Holding current value

$1.39 Million

Previous $1.3 Million 11.71%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$112.69 - $123.97 $174,106 - $191,533	1,545 Added 13.64%	12,875 $1.45 Million
Q3 2024 Nov 05, 2024	SELL	$105.49 - $116.32 $145,681 - $160,637	-1,381 Reduced 10.86%	11,330 $1.3 Million
Q2 2024 Jul 31, 2024	SELL	$105.32 - $113.24 $28,436 - $30,574	-270 Reduced 2.08%	12,711 $1.39 Million
Q1 2024 May 07, 2024	BUY	$95.22 - $113.45 $84,269 - $100,403	885 Added 7.32%	12,981 $1.47 Million
Q4 2023 Feb 07, 2024	BUY	$84.65 - $99.33 $209,932 - $246,338	2,480 Added 25.79%	12,096 $1.19 Million
Q3 2023 Nov 09, 2023	BUY	$89.35 - $96.91 $859,189 - $931,886	9,616 New	9,616 $868,000
Q1 2021 May 14, 2021	BUY	$88.14 - $99.25 $881 - $992	10 New	10 $2,000

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
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Montag A & Associates Inc Vanguard S&P Mid Cap 400 Growt Transaction History