Perigon Wealth Management, LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 1,907 shares of IVOG stock, worth $212,592. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,907
Previous 1,932
1.29%
Holding current value
$212,592
Previous $219,000
5.02%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IVOG
# of Institutions
127Shares Held
2.92MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS678KShares$75.6 Million0.15% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$21.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$17.9 Million0.01% of portfolio
-
Octavia Wealth Advisors, LLC136KShares$15.2 Million2.03% of portfolio
-
Stordahl Capital Management, Inc.136KShares$15.1 Million3.72% of portfolio