A detailed history of Barrett & Company, Inc. transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Barrett & Company, Inc. holds 960 shares of IVOG stock, worth $110,064. This represents 0.05% of its overall portfolio holdings.

Number of Shares
960
Previous 961 0.1%
Holding current value
$110,064
Previous $105 Million 4.65%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 24, 2024

SELL
$105.49 - $116.32 $105 - $116
-1 Reduced 0.1%
960 $110 Million
Q1 2024

Apr 17, 2024

BUY
$95.22 - $113.45 $95 - $113
1 Added 0.1%
961 $109 Million
Q4 2023

Jan 24, 2024

BUY
$84.65 - $99.33 $846 - $993
10 Added 1.05%
960 $94.3 Million
Q1 2023

May 11, 2023

BUY
$83.99 - $185.01 $79,790 - $175,759
950 New
950 $84.4 Million
Q4 2022

May 23, 2023

SELL
$79.72 - $182.13 $37,867 - $86,511
-475 Reduced 50.0%
475 $80.4 Million
Q3 2022

Jun 13, 2023

SELL
$78.0 - $94.24 $37,050 - $44,764
-475 Reduced 50.0%
475 $80.4 Million

Others Institutions Holding IVOG

About VANGUARD S&P MID CAP 400 GROWT


  • Ticker IVOG
  • Sector ETFs
  • Industry ETFs
More about IVOG
Track This Portfolio

Track Barrett & Company, Inc. Portfolio

Follow Barrett & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barrett & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barrett & Company, Inc. with notifications on news.