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

Destination 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
2018
Q2 		– Sell
-628
Closed -$42K – 583
2018
Q1 		$42K Buy
+628
New +$42.8K ﹤0.01% 274

Other funds holding IVOG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Destination Wealth Management's IVOG Position: Q2 2018 in Review

Destination Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2018, closing a stake of 628 shares — an estimated $42K sold.

Destination Wealth Management first reported a position in IVOG in Q1 2018 and held it in 1 quarter. The position peaked at $42K in Q1 2018. 59 funds tracked by Wall St. Rank hold IVOG as of Q2 2018.

  • Destination Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 628 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2018, an estimated $42K.
  • Destination Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $42K in Q1 2018.
  • 59 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.