ACGA
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Atlanta Consulting Group Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Atlanta Consulting Group 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
2026
Q1 		$221K Hold
1,764
– – 0.05% 138
2025
Q4 		$212K Hold
1,764
– – 0.05% 154
2025
Q3 		$211K Buy
+1,764
New +$207K 0.05% 137
2024
Q4 		– Sell
-1,764
Closed -$202K – 176
2024
Q3 		$202K Buy
+1,764
New +$196K 0.05% 226
2024
Q2 		– Sell
-1,764
Closed -$200K – 131
2024
Q1 		$200K Buy
+1,764
New +$183K 0.07% 128

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Morgan Stanley
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Ameriprise
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Raymond James Financial
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MGIA
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SCM
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GFP
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return