AWM
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Avior Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Avior Wealth Management’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
2024
Q3 		– Sell
-6
Closed -$657 – 2367
2024
Q2 		$657 Hold
6
– – ﹤0.01% 2083
2024
Q1 		$680 Buy
+6
New +$621 ﹤0.01% 2486

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Avior Wealth Management's IVOG Position: Q3 2024 in Review

Avior Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2024, closing a stake of 6 shares — an estimated $657 sold.

Avior Wealth Management first reported a position in IVOG in Q1 2024 and held it in 2 quarters. The position peaked at $680 in Q1 2024. 138 funds tracked by Wall St. Rank hold IVOG as of Q3 2024.

  • Avior Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2024, an estimated $657.
  • Avior Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $680 in Q1 2024.
  • 138 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.