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

Activest 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
-30
Closed -$3K – 354
2021
Q4 		$3K Buy
+30
New +$3.13K ﹤0.01% 284

Other funds holding IVOG

Mariner
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Activest Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 30 shares — an estimated $3K sold.

Activest Wealth Management first reported a position in IVOG in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

  • Activest Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Activest Wealth Management sold 30 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $3K.
  • Activest Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Activest Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $3K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Activest Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.