Cetera Advisor Networks’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-502	Closed	-$35K	–	2121
2020 Q2	$35K	Buy	+502	New	+$32.3K	﹤0.01%	2101
2018 Q4	–	Sell	-3,342	Closed	-$241K	–	1086
2018 Q3	$241K	Buy	+3,342	New	+$240K	0.01%	960
2017 Q2	–	Sell	-50,574	Closed	-$2.98M	–	939
2017 Q1	$2.98M	Sell	50,574 -14,760	-23%	-$858K	0.14%	151
2016 Q4	$3.66M	Sell	65,334 -61,456	-48%	-$3.35M	0.19%	111
2016 Q3	$6.87M	Buy	126,790 +64,954	+105%	+$3.52M	0.26%	89
2016 Q2	$3.23M	Buy	61,836 +3,866	+7%	+$197K	0.19%	123
2016 Q1	$2.92M	Buy	57,970 +48	+0.1%	+$2.25K	0.18%	123
2015 Q4	$2.88M	Buy	57,922 +3,090	+6%	+$156K	0.18%	127
2015 Q3	$2.66M	Buy	54,832 +4,222	+8%	+$217K	0.18%	124
2015 Q2	$2.66M	Hold	50,610	–	–	0.17%	132
2015 Q1	$2.66M	Buy	50,610 +2,296	+5%	+$117K	0.17%	132
2014 Q4	$2.38M	Buy	48,314 +1,892	+4%	+$90.6K	0.17%	134
2014 Q3	$2.16M	Buy	46,422 +1,954	+4%	+$93.2K	0.15%	149
2014 Q2	$2.15M	Buy	44,468 +6,918	+18%	+$321K	0.14%	163
2014 Q1	$1.76M	Buy	37,550 +8,710	+30%	+$402K	0.13%	172
2013 Q4	$1.33M	Buy	28,840 +3,988	+16%	+$177K	0.1%	209
2013 Q3	$1.06M	Buy	+24,852	New	+$1.04M	0.09%	215

Other funds holding IVOG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

Cetera Advisor Networks's IVOG Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2020, closing a stake of 502 shares — an estimated $35K sold.

Cetera Advisor Networks first reported a position in IVOG in Q3 2013 and held it in 17 quarters. The position peaked at $6.87M in Q3 2016. 70 funds tracked by Wall St. Rank hold IVOG as of Q3 2020.

Cetera Advisor Networks reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 502 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $35K.
Cetera Advisor Networks first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 17 quarters.
Cetera Advisor Networks's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.87M in Q3 2016.
70 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.