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

Domani Wealth’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 Q1	–	Sell	-15,062	Closed	-$1.11M	–	131
2019 Q4	$1.11M	Hold	15,062	–	–	0.37%	35
2019 Q3	$1.05M	Hold	15,062	–	–	0.38%	36
2019 Q2	$1.06M	Hold	15,062	–	–	0.39%	35
2019 Q1	$1.02M	Hold	15,062	–	–	0.41%	35
2018 Q4	$888K	Buy	+15,062	New	+$978K	0.41%	35

Other funds holding IVOG

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Domani Wealth's IVOG Position: Q1 2020 in Review

Domani Wealth sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2020, closing a stake of 15,062 shares — an estimated $1.11M sold.

Domani Wealth first reported a position in IVOG in Q4 2018 and held it in 5 quarters. The position peaked at $1.11M in Q4 2019. 65 funds tracked by Wall St. Rank hold IVOG as of Q1 2020.

Domani Wealth reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
Domani Wealth sold 15,062 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $1.11M.
Domani Wealth first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 5 quarters.
Domani Wealth's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.11M in Q4 2019.
65 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Domani Wealth's 13F filing for Q1 2020, filed 10 Apr 2020.