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

Capital Performance Advisors’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
2024
Q4 		– Sell
-15
Closed -$1.72K – 1403
2024
Q3 		$1.72K Buy
+15
New +$1.67K ﹤0.01% 1638

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Performance Advisors's IVOG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2024, closing a stake of 15 shares — an estimated $1.72K sold.

Capital Performance Advisors first reported a position in IVOG in Q3 2024 and held it in 1 quarter. The position peaked at $1.72K in Q3 2024. 144 funds tracked by Wall St. Rank hold IVOG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 15 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $1.72K.
  • Capital Performance Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.72K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.