Trellis Advisors, LLC IVOG Holdings History
Trellis Advisors, LLC's Vanguard S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2023-12-31, Trellis Advisors, LLC held - shares of Vanguard S&P Mid-Cap 400 Growth ETF(IVOG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trellis Advisors, LLC now holds 0% of the outstanding Vanguard S&P Mid-Cap 400 Growth ETF(IVOG) stock.
The initial trade took place in 2021Q2. And since then Trellis Advisors, LLC has made 2 purchases of IVOG, at an average price of $99.44, for a total of 18,776.00 shares. In addition, there have been 8 sales at an average price of $91.27 for 18,776.00 shares. Based on historical transaction data and IVOG's current price of $114.41, Trellis Advisors, LLC's estimated gain on his IVOG holdings is $-153,392.37, reflecting a -8.22% gain to date.
Trellis Advisors, LLC IVOG ($114.41) Holding Chart
Trellis Advisors, LLC IVOG ($114.41) 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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