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

Concourse Financial Group Securities’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
-209
Closed -$24.5K – 2296
2024
Q3 		$24K Hold
209
– – ﹤0.01% 1471
2024
Q2 		$22.9K Hold
209
– – ﹤0.01% 1474
2024
Q1 		$23.7K Buy
209
+3
+1% +$310 ﹤0.01% 1466
2023
Q4 		$20.2K Hold
206
– – ﹤0.01% 1480
2023
Q3 		$18.6K Hold
206
– – ﹤0.01% 1460
2023
Q2 		$19.3K Sell
206
-262
-56% -$23.2K ﹤0.01% 1461
2023
Q1 		$41.6K Sell
468
-2
-0.4% -$177 ﹤0.01% 1173
2022
Q4 		$39.8K Buy
470
+178
+61% +$15.3K ﹤0.01% 1178
2022
Q3 		$23K Hold
292
– – ﹤0.01% 1257
2022
Q2 		$23K Sell
292
-226
-44% -$19.7K ﹤0.01% 1409
2022
Q1 		$50K Sell
518
-1,036
-67% -$99.2K ﹤0.01% 1144
2021
Q4 		$164K Sell
1,554
-44
-3% -$4.58K 0.01% 800
2021
Q3 		$158K Sell
1,598
-1,106
-41% -$111K 0.01% 802
2021
Q2 		$271K Sell
2,704
-1,212
-31% -$121K 0.02% 630
2021
Q1 		$381K Sell
3,916
-174
-4% -$16.6K 0.03% 480
2020
Q4 		$366K Buy
4,090
+736
+22% +$61K 0.03% 442
2020
Q3 		$250K Buy
+3,354
New +$248K 0.02% 484
2019
Q1 		– Sell
-194
Closed -$12.6K – 2328
2018
Q4 		$11K Hold
194
– – ﹤0.01% 1394
2018
Q3 		$14K Buy
+194
New +$13.9K ﹤0.01% 982

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 $714M AUM 21.49% 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

Concourse Financial Group Securities's IVOG Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2024, closing a stake of 209 shares — an estimated $24.5K sold.

Concourse Financial Group Securities first reported a position in IVOG in Q3 2018 and held it in 19 quarters. The position peaked at $381K in Q1 2021. 144 funds tracked by Wall St. Rank hold IVOG as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 209 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $24.5K.
  • Concourse Financial Group Securities first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $381K in Q1 2021.
  • 144 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.