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

Wealthquest Corp

$897 Million
Q3 2024

A detailed history of Wealthquest Corp transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Wealthquest Corp holds 1,760 shares of IVOG stock, worth $201,784. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,760

Holding current value

$201,784

% of portfolio

0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 21, 2024	BUY	$105.49 - $116.32 $185,662 - $204,723	1,760 New	1,760 $201,000
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

138

Shares Held

2.95M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

688K
Shares

$78.9 Million
0.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.7 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

173K
Shares

$19.9 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

145K
Shares

$16.7 Million
2.07% of portfolio
Stordahl Capital Management, Inc.

139K
Shares

$16 Million
3.78% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

More about IVOG

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