Global Retirement Partners, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,728 shares of IVOG stock, worth $182,874. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,728

Previous 2,028 14.79%

Holding current value

$182,874

Previous $232,000 16.38%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$112.69 - $123.97 $33,807 - $37,191	-300 Reduced 14.79%	1,728 $194,000
Q2 2024 Jul 23, 2024	SELL	$105.32 - $113.24 $21,064 - $22,648	-200 Reduced 8.98%	2,028 $222,000
Q1 2024 Apr 23, 2024	BUY	$95.22 - $113.45 $28,566 - $34,035	300 Added 15.56%	2,228 $252,000
Q4 2023 Jan 18, 2024	BUY	$84.65 - $99.33 $16,930 - $19,866	200 Added 11.57%	1,928 $189,000
Q1 2023 May 05, 2023	BUY	$83.99 - $185.01 $145,134 - $319,697	1,728 New	1,728 $153,000
Q4 2019 Jan 23, 2020	SELL	$67.56 - $73.64 $1,621 - $1,767	-24 Closed	0 $0
Q3 2019 Nov 19, 2019	SELL	$69.24 - $70.76 $15,717 - $16,062	-227 Reduced 90.44%	24 $3,000
Q4 2018 Feb 22, 2019	BUY	N/A	3 Added 1.21%	251 $30,000
Q3 2018 Oct 17, 2018	BUY	N/A	224 Added 933.33%	248 $36,000
Q3 2017 Aug 10, 2018	BUY	N/A	24	24 $3,000

Others Institutions Holding IVOG

# of Institutions

150

Shares Held

3.37M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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Global Retirement Partners, LLC Vanguard S&P Mid Cap 400 Growt Transaction History