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

Aaron Wealth Advisors’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 Q2	–	Sell	-2,426	Closed	-$233K	–	515
2022 Q1	$233K	Hold	2,426	–	–	0.05%	179
2021 Q4	$256K	Hold	2,426	–	–	0.07%	155
2021 Q3	$238K	Hold	2,426	–	–	0.07%	142
2021 Q2	$243K	Hold	2,426	–	–	0.08%	140
2021 Q1	$235K	Buy	+2,426	New	+$231K	0.09%	136

Other funds holding IVOG

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

SCM

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

TAIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Aaron Wealth Advisors's IVOG Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2022, closing a stake of 2,426 shares — an estimated $233K sold.

Aaron Wealth Advisors first reported a position in IVOG in Q1 2021 and held it in 5 quarters. The position peaked at $256K in Q4 2021. 80 funds tracked by Wall St. Rank hold IVOG as of Q2 2022.

Aaron Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 2,426 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $233K.
Aaron Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 5 quarters.
Aaron Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $256K in Q4 2021.
80 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.