Iht Wealth Management, LLC Vanguard S&P 500 Growth ETF Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 1,851 shares of VOOG stock, worth $681,168. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,851

Previous 2,848 35.01%

Holding current value

$681,168

Previous $983,000 31.13%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$340.59 - $380.5 $339,568 - $379,358	-997 Reduced 35.01%	1,851 $677,000
Q3 2024 Nov 14, 2024	BUY	$305.34 - $350.41 $335,263 - $384,750	1,098 Added 62.74%	2,848 $983,000
Q2 2024 Aug 14, 2024	BUY	$286.24 - $337.0 $572 - $674	2 Added 0.11%	1,750 $583,000
Q1 2024 May 15, 2024	BUY	$262.92 - $306.83 $214,279 - $250,066	815 Added 87.35%	1,748 $532,000
Q4 2023 Feb 14, 2024	BUY	$237.26 - $272.04 $221,363 - $253,813	933 New	933 $252,000
Q1 2023 May 15, 2023	BUY	$206.5 - $230.48 $184,611 - $206,049	894 New	894 $206,000
Q1 2022 May 16, 2022	SELL	$246.31 - $304.02 $263,305 - $324,997	-1,069 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$263.97 - $305.94 $282,183 - $327,049	1,069 New	1,069 $322,000
Q2 2018 Aug 13, 2018	SELL	N/A	-512 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-188 Reduced 26.86%	512 $70,000
Q4 2017 Feb 14, 2018	BUY	N/A	398 Added 131.79%	700 $99,000
Q3 2017 Nov 14, 2017	BUY	N/A	302	302 $39,000

Others Institutions Holding VOOG

# of Institutions

604

Shares Held

43.7M

Call Options Held

17.1K

Put Options Held

10K

View Full List

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
Sector ETFs
Industry ETFs

More about VOOG

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Iht Wealth Management, LLC Vanguard S&P 500 Growth ETF Transaction History