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Albion Financial Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Albion Financial Group’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
2021
Q4 		– Sell
-500
Closed -$49K – 651
2021
Q3 		$49K Hold
500
– – ﹤0.01% 253
2021
Q2 		$50K Buy
+500
New +$49.7K ﹤0.01% 255
2020
Q4 		$45K Buy
+500
New +$41.5K ﹤0.01% 248

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Albion Financial Group's IVOG Position: Q4 2021 in Review

Albion Financial Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2021, closing a stake of 500 shares — an estimated $49K sold.

Albion Financial Group first reported a position in IVOG in Q4 2020 and held it in 3 quarters. The position peaked at $50K in Q2 2021. 95 funds tracked by Wall St. Rank hold IVOG as of Q4 2021.

  • Albion Financial Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Albion Financial Group sold 500 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $49K.
  • Albion Financial Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 3 quarters.
  • Albion Financial Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $50K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Albion Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.