Montag A & Associates Inc Vanguard S&P Mid Cap 400 Growt Transaction History

Montag A & Associates Inc

  • $2.14 Billion
  • Q3 2025

A detailed history of Montag A & Associates Inc transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Montag A & Associates Inc holds 11,305 shares of IVOG stock, worth $1.33 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,305
Previous 12,790 11.61%
Holding current value
$1.33 Million
Previous $1.45 Million 6.57%
% of portfolio
0.06%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$113.73 - $121.28 $168,889 - $180,100
-1,485 Reduced 11.61%
11,305 $1.35 Million
Q2 2025

Aug 07, 2025
SELL
$91.51 - $113.03 $7,778 - $9,607
-85 Reduced 0.66%
12,790 $1.45 Million
Q4 2024

Jan 30, 2025
BUY
$112.69 - $123.97 $174,106 - $191,533
1,545 Added 13.64%
12,875 $1.45 Million
Q3 2024

Nov 05, 2024
SELL
$105.49 - $116.32 $145,681 - $160,637
-1,381 Reduced 10.86%
11,330 $1.3 Million
Q2 2024

Jul 31, 2024
SELL
$105.32 - $113.24 $28,436 - $30,574
-270 Reduced 2.08%
12,711 $1.39 Million
Q1 2024

May 07, 2024
BUY
$95.22 - $113.45 $84,269 - $100,403
885 Added 7.32%
12,981 $1.47 Million
Q4 2023

Feb 07, 2024
BUY
$84.65 - $99.33 $209,932 - $246,338
2,480 Added 25.79%
12,096 $1.19 Million
Q3 2023

Nov 09, 2023
BUY
$89.35 - $96.91 $859,189 - $931,886
9,616 New
9,616 $868,000
Q1 2021

May 14, 2021
BUY
$88.14 - $99.25 $881 - $992
10 New
10 $2,000

Others Institutions Holding IVOG

# of Institutions
173
Shares Held
5.16M
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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