Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,983 shares of IVOG stock, worth $614,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,983
Previous 5,828 14.5%
Holding current value
$614,005
Previous $638,000 10.5%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$105.49 - $116.32 $89,139 - $98,290
-845 Reduced 14.5%
4,983 $571,000
Q2 2024

Aug 08, 2024
BUY
$105.32 - $113.24 $407,904 - $438,578
3,873 Added 198.11%
5,828 $638,000
Q1 2024

May 06, 2024
BUY
$95.22 - $113.45 $186,155 - $221,794
1,955 New
1,955 $221,000

Others Institutions Holding IVOG

# of Institutions
138
Shares Held
2.95M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

IVOG Quotes by TradingView
  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
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