Warren Averett Asset Management, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 4,622 shares of IVOG stock, worth $543,223. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,622
Previous 3,519 31.34%
Holding current value
$543,223
Previous $397,000 39.04%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$113.73 - $121.28 $125,444 - $133,771
1,103 Added 31.34%
4,622 $552,000
Q2 2025

Aug 14, 2025
BUY
$91.51 - $113.03 $17,935 - $22,153
196 Added 5.9%
3,519 $397,000
Q1 2025

May 15, 2025
BUY
$101.13 - $119.79 $114,580 - $135,722
1,133 Added 51.74%
3,323 $342,000
Q4 2024

Feb 14, 2025
BUY
$112.69 - $123.97 $246,791 - $271,494
2,190 New
2,190 $246,000

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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