DADC
IVOG icon

D.A. Davidson & Co’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

D.A. Davidson & Co’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
-32,548
Closed -$2.94M – 1400
2023
Q3 		$2.94M Buy
32,548
+44
+0.1% +$4.13K 0.03% 376
2023
Q2 		$3.04M Sell
32,504
-240
-0.7% -$21.3K 0.03% 377
2023
Q1 		$2.91M Sell
32,744
-168
-0.5% -$14.9K 0.03% 379
2022
Q4 		$2.79M Buy
+32,912
New +$2.82M 0.03% 369

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