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

American Portfolios 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 Q3	$56.7K	Hold	720	–	–	﹤0.01%	1624
2022 Q2	$57K	Hold	720	–	–	﹤0.01%	1688
2022 Q1	$69.3K	Hold	720	–	–	﹤0.01%	1725
2021 Q4	$76.2K	Buy	720 +2	+0.3%	+$208	﹤0.01%	1662
2021 Q3	$70.7K	Hold	718	–	–	﹤0.01%	1605
2021 Q2	$72.1K	Hold	718	–	–	﹤0.01%	1544
2021 Q1	$69.8K	Hold	718	–	–	﹤0.01%	1460
2020 Q4	$64.2K	Buy	718 +4	+0.6%	+$332	﹤0.01%	1333
2020 Q3	$53.2K	Buy	714 +560	+364%	+$41.4K	﹤0.01%	1296
2020 Q2	$10.7K	Buy	154 +140	+1,000%	+$9.01K	﹤0.01%	1896
2020 Q1	$773	Sell	14 -598	-98%	-$40.7K	﹤0.01%	2607
2019 Q4	$45K	Hold	612	–	–	﹤0.01%	1390
2019 Q3	$42.7K	Sell	612 -150	-20%	-$10.5K	﹤0.01%	1345
2019 Q2	$53.5K	Buy	762 +12	+2%	+$824	﹤0.01%	1239
2019 Q1	$50.8K	Hold	750	–	–	﹤0.01%	1189
2018 Q4	$44.2K	Hold	750	–	–	0.01%	1068
2018 Q3	$54.2K	Sell	750 -100	-12%	-$7.19K	0.01%	1069
2018 Q2	$59.2K	Buy	850 +100	+13%	+$6.91K	0.01%	1003
2018 Q1	$50.6K	Sell	750 -20,994	-97%	-$1.43M	0.01%	1013
2017 Q4	$1.45M	Buy	+21,744	New	+$1.42M	0.23%	94

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

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

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

TAIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

American Portfolios Advisors's IVOG Position: Q3 2022 in Review

American Portfolios Advisors held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2022 at 720 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

American Portfolios Advisors first reported a position in IVOG in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2017. 84 funds tracked by Wall St. Rank hold IVOG as of Q3 2022.

American Portfolios Advisors held 720 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $56.7K as of Q3 2022.
American Portfolios Advisors left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2022.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1624 holding.
American Portfolios Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.45M in Q4 2017.
84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.