EP
IVOG icon

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

Eudaimonia Partners’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
2021
Q2 		– Sell
-200
Closed -$19K – 864
2021
Q1 		$19K Buy
+200
New +$19.1K ﹤0.01% 959

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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Eudaimonia Partners's IVOG Position: Q2 2021 in Review

Eudaimonia Partners sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2021, closing a stake of 200 shares — an estimated $19K sold.

Eudaimonia Partners first reported a position in IVOG in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 84 funds tracked by Wall St. Rank hold IVOG as of Q2 2021.

  • Eudaimonia Partners reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 200 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $19K.
  • Eudaimonia Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $19K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.