Benjamin F. Edwards & Company’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Benjamin F. Edwards & Company’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
2020 Q2	–	Sell	-236	Closed	-$13K	–	1736
2020 Q1	$13K	Hold	236	–	–	﹤0.01%	1188
2019 Q4	$17K	Hold	236	–	–	﹤0.01%	1281
2019 Q3	$16K	Hold	236	–	–	﹤0.01%	1264
2019 Q2	$17K	Buy	+236	New	+$16.2K	﹤0.01%	1249

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TAIM

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

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

SCM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's IVOG Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2020, closing a stake of 236 shares — an estimated $13K sold.

Benjamin F. Edwards & Company first reported a position in IVOG in Q2 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 63 funds tracked by Wall St. Rank hold IVOG as of Q2 2020.

Benjamin F. Edwards & Company reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 236 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $13K.
Benjamin F. Edwards & Company first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 4 quarters.
Benjamin F. Edwards & Company's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $17K in Q4 2019.
63 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.