Bennett Selby Investments’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bennett Selby Investments’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
2023 Q1	–	Sell	-2,880	Closed	-$244K	–	56
2022 Q4	$244K	Hold	2,880	–	–	0.18%	49
2022 Q3	$227K	Sell	2,880 -40	-1%	-$3.44K	0.18%	49
2022 Q2	$231K	Buy	+2,920	New	+$255K	0.18%	50

Other funds holding IVOG

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

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

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bennett Selby Investments's IVOG Position: Q1 2023 in Review

Bennett Selby Investments sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2023, closing a stake of 2,880 shares — an estimated $244K sold.

Bennett Selby Investments first reported a position in IVOG in Q2 2022 and held it in 3 quarters. The position peaked at $244K in Q4 2022. 98 funds tracked by Wall St. Rank hold IVOG as of Q1 2023.

Bennett Selby Investments reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Bennett Selby Investments sold 2,880 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $244K.
Bennett Selby Investments first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2022 and held it in 3 quarters.
Bennett Selby Investments's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $244K in Q4 2022.
98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Bennett Selby Investments's 13F filing for Q1 2023, filed 8 May 2023.