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

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Lji Wealth Management, LLC holds 95,597 shares of IVOG stock, worth $10.8 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

95,597

Previous 91,245 4.77%

Holding current value

$10.8 Million

Previous $10 Billion 9.64%

% of portfolio

2.24%

Previous 2.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$105.49 - $116.32 $459,092 - $506,224	4,352 Added 4.77%	95,597 $11 Billion
Q2 2024 Aug 12, 2024	BUY	$105.32 - $113.24 $436,551 - $469,379	4,145 Added 4.76%	91,245 $10 Billion
Q1 2024 May 15, 2024	BUY	$95.22 - $113.45 $252,237 - $300,529	2,649 Added 3.14%	87,100 $9.88 Billion
Q4 2023 Feb 13, 2024	BUY	$84.65 - $99.33 $149,999 - $176,012	1,772 Added 2.14%	84,451 $8.3 Billion
Q3 2023 Feb 02, 2024	BUY	$89.35 - $96.91 $340,512 - $369,324	3,811 Added 4.83%	82,679 $7.47 Billion
Q2 2023 Feb 02, 2024	BUY	$85.73 - $93.5 $166,916 - $182,044	1,947 Added 2.53%	78,868 $7.37 Billion
Q1 2023 Feb 02, 2024	BUY	$83.99 - $185.01 $3.39 Million - $7.47 Million	40,363 Added 110.41%	76,921 $6.83 Billion
Q4 2022 Jan 02, 2024	BUY	$79.72 - $182.13 $2.91 Million - $6.66 Million	36,558 New	36,558 $6.19 Billion

Others Institutions Holding IVOG

# of Institutions

139

Shares Held

2.98M

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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

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