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Bogart Wealth LLC’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-10
Closed -$903 – 1095
2023
Q3 		$903 Sell
10
-6
-38% -$563 ﹤0.01% 967
2023
Q2 		$1.5K Hold
16
– – ﹤0.01% 912
2023
Q1 		$1.42K Buy
16
+4
+33% +$354 ﹤0.01% 958
2022
Q4 		$1.02K Buy
+12
New +$1.03K ﹤0.01% 857

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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bogart Wealth LLC's IVOG Position: Q4 2023 in Review

Bogart Wealth LLC sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2023, closing a stake of 10 shares — an estimated $903 sold.

Bogart Wealth LLC first reported a position in IVOG in Q4 2022 and held it in 4 quarters. The position peaked at $1.5K in Q2 2023. 101 funds tracked by Wall St. Rank hold IVOG as of Q4 2023.

  • Bogart Wealth LLC reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 10 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $903.
  • Bogart Wealth LLC first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 4 quarters.
  • Bogart Wealth LLC's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.5K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.