Wealthquest Corp Vanguard S&P Mid Cap 400 Growt Transaction History

Wealthquest Corp

$635 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$76.85 - $96.88 $123,421 - $155,589	-1,606 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$68.81 - $77.86 $110,508 - $125,043	1,606 New	1,606 $239,000

Others Institutions Holding IVOG

# of Institutions

131

Shares Held

2.92M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

678K
Shares

$77.2 Million
0.15% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.6 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$18.3 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$16.5 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$15.9 Million
3.78% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
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