AWS
IVOG icon

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

Atria Wealth Solutions’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
2025
Q2 		$208K Sell
1,808
-354
-16% -$37.6K ﹤0.01% 1372
2025
Q1 		$223K Buy
2,162
+363
+20% +$40.6K ﹤0.01% 1662
2024
Q4 		$203K Hold
1,799
– – ﹤0.01% 1825
2024
Q3 		$206K Sell
1,799
-60,249
-97% -$6.7M ﹤0.01% 1773
2024
Q2 		$6.8M Buy
62,048
+60,232
+3,317% +$6.61M 0.08% 266
2024
Q1 		$206K Buy
+1,816
New +$188K ﹤0.01% 1814

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return