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

FDx Advisors’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
2019 Q3	–	Sell	-3,706	Closed	-$260K	–	718
2019 Q2	$260K	Buy	3,706 +32	+0.9%	+$2.2K	0.01%	680
2019 Q1	$249K	Buy	+3,674	New	+$239K	0.01%	663
2018 Q4	–	Sell	-4,086	Closed	-$296K	–	680
2018 Q3	$296K	Buy	+4,086	New	+$294K	0.01%	695
2018 Q1	–	Sell	-16,918	Closed	-$1.13M	–	1212
2017 Q4	$1.13M	Buy	+16,918	New	+$1.11M	0.03%	508

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

SCM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDx Advisors's IVOG Position: Q3 2019 in Review

FDx Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2019, closing a stake of 3,706 shares — an estimated $260K sold.

FDx Advisors first reported a position in IVOG in Q4 2017 and held it in 4 quarters. The position peaked at $1.13M in Q4 2017. 67 funds tracked by Wall St. Rank hold IVOG as of Q3 2019.

FDx Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 3,706 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $260K.
FDx Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 4 quarters.
FDx Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $1.13M in Q4 2017.
67 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.