Wealthquest Corp Vanguard S&P Mid Cap 400 Growt Transaction History

Wealthquest Corp

$781 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	N/A	-1,606 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	N/A	1,606 New	1,606 $239,000

Others Institutions Holding IVOG

# of Institutions

119

Shares Held

2.67M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

665K
Shares

$72.9 Million
0.16% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

191K
Shares

$21 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

154K
Shares

$16.8 Million
0.01% of portfolio
Stordahl Capital Management, Inc.

141K
Shares

$15.5 Million
4.02% of portfolio
Octavia Wealth Advisors, LLC

131K
Shares

$14.3 Million
2.2% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
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