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Baron Silver Stevens Financial Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-44
Closed -$3K – 248
2020
Q4 		$3K Buy
+44
New +$3.65K ﹤0.01% 364

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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IVOG Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2021, closing a stake of 44 shares — an estimated $3K sold.

Baron Silver Stevens Financial Advisors first reported a position in IVOG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 85 funds tracked by Wall St. Rank hold IVOG as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 44 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $3K.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $3K in Q4 2020.
  • 85 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.