Captrust Financial Advisors Vanguard S&P Mid Cap 400 Growt Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Captrust Financial Advisors holds 3,360 shares of IVOG stock, worth $385,224. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,360

Previous 1,944 72.84%

Holding current value

$385,224

Previous $212,000 81.6%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$105.49 - $116.32 $149,373 - $164,709	1,416 Added 72.84%	3,360 $385,000
Q1 2024 May 15, 2024	SELL	$95.22 - $113.45 $96,172 - $114,584	-1,010 Reduced 34.19%	1,944 $220,000
Q2 2023 Aug 14, 2023	BUY	$85.73 - $93.5 $253,246 - $276,199	2,954 New	2,954 $276,000
Q2 2022 Aug 23, 2022	SELL	$76.85 - $96.88 $15,754 - $19,860	-205 Reduced 23.51%	667 $105,000
Q2 2022 Aug 16, 2022	BUY	$76.85 - $96.88 $30,125 - $37,976	392 Added 81.67%	872 $138,000
Q1 2022 May 16, 2022	BUY	$89.67 - $105.46 $42,951 - $50,515	479 Added 47900.0%	480 $92,000
Q2 2017 Nov 13, 2017	BUY	N/A	1	1 $0

Others Institutions Holding IVOG

# of Institutions

138

Shares Held

2.95M

Call Options Held

Put Options Held

View Full List

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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Vanguard S&P Mid Cap 400 Growt Transaction History