Global Retirement Partners, LLC
PensionPosition in IVOG — VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
CIK 1749744
San Rafael, CA
All Filings in IVOG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,806 | 1,728 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $207,705 | 1,728 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $206,461 | 1,728 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $195,315 | 1,728 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $194,728 | 1,728 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $232,469 | 2,028 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $222,147 | 2,028 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $252,766 | 2,228 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $189,387 | 1,928 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $156,038 | 1,728 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $161,568 | 1,728 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $153,532 | 1,728 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||