Levy Wealth Management Group, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 2,101 shares of IVOG stock, worth $240,879. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,101
Previous 2,101 -0.0%
Holding current value
$240,879
Previous $238,000 3.36%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$84.65 - $99.33 $177,849 - $208,692
2,101 New
2,101 $206,000
Q2 2022

Jul 27, 2022
SELL
$76.85 - $96.88 $92,066 - $116,062
-1,198 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$98.21 - $109.25 $491 - $546
5 Added 0.42%
1,198 $253,000
Q3 2021

Oct 26, 2021
SELL
$96.36 - $103.76 $2,409 - $2,594
-25 Reduced 2.05%
1,193 $235,000
Q2 2021

Aug 10, 2021
SELL
$95.46 - $103.25 $2,863 - $3,097
-30 Reduced 2.4%
1,218 $244,000
Q4 2020

Feb 10, 2021
BUY
$75.31 - $90.04 $93,986 - $112,369
1,248 New
1,248 $223,000

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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