Wealthspire Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,983 shares of IVOG stock, worth $571,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,983
Previous 5,828 14.5%
Holding current value
$571,300
Previous $638,000 10.5%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$105.49 - $116.32 $89,139 - $98,290
-845 Reduced 14.5%
4,983 $571,000
Q2 2024

Aug 08, 2024
BUY
$105.32 - $113.24 $407,904 - $438,578
3,873 Added 198.11%
5,828 $638,000
Q1 2024

May 06, 2024
BUY
$95.22 - $113.45 $186,155 - $221,794
1,955 New
1,955 $221,000

Others Institutions Holding IVOG

# of Institutions
138
Shares Held
2.95M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email