Pya Waltman Capital, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Pya Waltman Capital, LLC

$269 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$78.0 - $94.24 $25,584 - $30,910	-328 Reduced 45.18%	398 $63,000
Q2 2022 Aug 12, 2022	BUY	$76.85 - $96.88 $55,793 - $70,334	726 New	726 $115,000

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

688K
Shares

$84.8 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$23.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$21.4 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$17.9 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$17.2 Million
3.78% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

More about IVOG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pya Waltman Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pya Waltman Capital, LLC with notifications on news.