AWA
IVOG icon

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

Amplius 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
Q1 		– Sell
-188
Closed -$19K – 531
2021
Q4 		$19K Buy
+188
New +$19.6K ﹤0.01% 476

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

Amplius Wealth Advisors's IVOG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 188 shares — an estimated $19K sold.

Amplius Wealth Advisors first reported a position in IVOG in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 188 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $19K.
  • Amplius Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $19K 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 Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.