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Bell Rock Capital’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bell Rock Capital’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
2019
Q2 		– Sell
-704
Closed -$47K – 420
2019
Q1 		$47K Buy
+704
New +$45.9K 0.03% 243

Other funds holding IVOG

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Deutsche Bank
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RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bell Rock Capital's IVOG Position: Q2 2019 in Review

Bell Rock Capital sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2019, closing a stake of 704 shares — an estimated $47K sold.

Bell Rock Capital first reported a position in IVOG in Q1 2019 and held it in 1 quarter. The position peaked at $47K in Q1 2019. 67 funds tracked by Wall St. Rank hold IVOG as of Q2 2019.

  • Bell Rock Capital reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Bell Rock Capital sold 704 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $47K.
  • Bell Rock Capital first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Bell Rock Capital's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $47K in Q1 2019.
  • 67 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on Bell Rock Capital's 13F filing for Q2 2019, filed 31 Jul 2019.