Resources Investment Advisors, Llc. Vanguard S&P Mid Cap 400 Growt Transaction History

Resources Investment Advisors, Llc.

$8.37 Billion
Q2 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$89.67 - $105.46 $175,753 - $206,701	-1,960 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$98.21 - $109.25 $883 - $983	9 Added 0.46%	1,960 $414,000
Q3 2021 Nov 05, 2021	SELL	$96.36 - $103.76 $1,927 - $2,075	-20 Reduced 1.01%	1,951 $0
Q2 2021 Aug 09, 2021	SELL	$95.46 - $103.25 $3,341 - $3,613	-35 Reduced 1.74%	1,971 $0
Q1 2021 May 10, 2021	SELL	$88.14 - $99.25 $1,233 - $1,389	-14 Reduced 0.69%	2,006 $0
Q4 2020 Feb 08, 2021	BUY	$75.31 - $90.04 $677 - $810	9 Added 0.45%	2,020 $0
Q3 2020 Oct 09, 2020	SELL	$68.81 - $77.86 $1,513 - $1,712	-22 Reduced 1.08%	2,011 $0
Q2 2020 Aug 14, 2020	SELL	$51.49 - $73.58 $1,544 - $2,207	-30 Reduced 1.45%	2,033 $0
Q1 2020 May 14, 2020	SELL	$46.42 - $76.49 $11,047 - $18,204	-238 Reduced 10.34%	2,063 $0
Q4 2019 Feb 07, 2020	SELL	$67.56 - $73.64 $6,418 - $6,995	-95 Reduced 3.96%	2,301 $0
Q3 2019 Nov 08, 2019	BUY	$69.24 - $70.76 $165,899 - $169,540	2,396 New	2,396 $0
Q2 2019 Aug 12, 2019	SELL	N/A	-2,895 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	2,895 New	2,895 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-537 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	420 Added 358.97%	537 $78,000
Q1 2018 May 14, 2018	BUY	N/A	117 New	117 $16,000

Others Institutions Holding IVOG

# of Institutions

156

Shares Held

3.52M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

691K
Shares

$79.2 Million
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

196K
Shares

$22.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.7 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

159K
Shares

$18.3 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

144K
Shares

$16.5 Million
1.87% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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