Avantax Planning Partners’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-926	Closed	-$67K	–	741
2018 Q3	$67K	Buy	+926	New	+$66.6K	0.01%	428
2018 Q2	–	Sell	-376	Closed	-$25K	–	841
2018 Q1	$25K	Buy	+376	New	+$25.6K	﹤0.01%	700

Other funds holding IVOG

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

SCM

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

TAIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Planning Partners's IVOG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2018, closing a stake of 926 shares — an estimated $67K sold.

Avantax Planning Partners first reported a position in IVOG in Q1 2018 and held it in 2 quarters. The position peaked at $67K in Q3 2018. 61 funds tracked by Wall St. Rank hold IVOG as of Q4 2018.

Avantax Planning Partners reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 926 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $67K.
Avantax Planning Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $67K in Q3 2018.
61 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.