1900 Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

1900 Wealth Management’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,774	Closed	-$294K	–	251
2021 Q4	$294K	Sell	2,774 -478	-15%	-$49.8K	0.03%	202
2021 Q3	$321K	Sell	3,252 -664	-17%	-$66.9K	0.03%	183
2021 Q2	$393K	Sell	3,916 -4,424	-53%	-$440K	0.04%	168
2021 Q1	$811	Buy	+8,340	New	+$795K	0.06%	109

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1900 Wealth Management's IVOG Position: Q1 2022 in Review

1900 Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 2,774 shares — an estimated $294K sold.

1900 Wealth Management first reported a position in IVOG in Q1 2021 and held it in 4 quarters. The position peaked at $393K in Q2 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

1900 Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
1900 Wealth Management sold 2,774 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $294K.
1900 Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 4 quarters.
1900 Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $393K in Q2 2021.
86 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on 1900 Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.