Bessemer Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-600
Closed -$53K 2301
2023
Q1
$53K Hold
600
﹤0.01% 1208
2022
Q4
$51K Hold
600
﹤0.01% 1140
2022
Q3
$47K Hold
600
﹤0.01% 1180
2022
Q2
$47K Hold
600
﹤0.01% 1109
2022
Q1
$58K Hold
600
﹤0.01% 1050
2021
Q4
$63K Hold
600
﹤0.01% 1083
2021
Q3
$59K Hold
600
﹤0.01% 1026
2021
Q2
$60K Hold
600
﹤0.01% 1036
2021
Q1
$58K Hold
600
﹤0.01% 984
2020
Q4
$54K Buy
+600
New +$49.8K ﹤0.01% 977
2019
Q3
Sell
-9,900
Closed -$695K 1778
2019
Q2
$695K Buy
+9,900
New +$680K ﹤0.01% 793

Other funds holding IVOG

Bessemer Group's IVOG Position: Q2 2023 in Review

Bessemer Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2023, closing a stake of 600 shares — an estimated $53K sold.

Bessemer Group first reported a position in IVOG in Q2 2019 and held it in 11 quarters. The position peaked at $695K in Q2 2019. 91 funds tracked by Wall St. Rank hold IVOG as of Q2 2023.

  • Bessemer Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Bessemer Group sold 600 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $53K.
  • Bessemer Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 11 quarters.
  • Bessemer Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $695K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.