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

Darwin Wealth Management’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
Q2 		– Sell
-200
Closed -$11K – 448
2020
Q1 		$11K Buy
+200
New +$13.6K ﹤0.01% 459

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Darwin Wealth Management's IVOG Position: Q2 2020 in Review

Darwin Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2020, closing a stake of 200 shares — an estimated $11K sold.

Darwin Wealth Management first reported a position in IVOG in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 63 funds tracked by Wall St. Rank hold IVOG as of Q2 2020.

  • Darwin Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 200 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $11K.
  • Darwin Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $11K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.