STEPHEN J. GARRY & ASSOCIATES, LLC IVOG Holdings History
STEPHEN J. GARRY & ASSOCIATES, LLC's Vanguard S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 36,908.00 shares of Vanguard S&P Mid-Cap 400 Growth ETF(IVOG), totaling $3.81 Mil. This investment constitutes 3.56% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0.38% of the outstanding Vanguard S&P Mid-Cap 400 Growth ETF(IVOG) stock.
The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 1 purchases of IVOG, at an average price of $92.90, for a total of 38,009.00 shares. In addition, there have been 1 sales at an average price of $109.73 for 1,101.00 shares. Based on historical transaction data and IVOG's current price of $114.76, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his IVOG holdings is $825,181.92, reflecting a 23.37% gain to date.
STEPHEN J. GARRY & ASSOCIATES, LLC IVOG ($114.76) Holding Chart
STEPHEN J. GARRY & ASSOCIATES, LLC IVOG ($114.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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