Federation des caisses Desjardins du Quebec’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Federation des caisses Desjardins du Quebec’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
2023 Q1	–	Sell	-270	Closed	-$22.9K	–	2370
2022 Q4	$22.9K	Buy	+270	New	+$23.1K	﹤0.01%	1639
2020 Q2	–	Sell	-64	Closed	-$3.53K	–	2188
2020 Q1	$3.53K	Buy	+64	New	+$4.35K	﹤0.01%	1901

Other funds holding IVOG

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SCM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's IVOG Position: Q1 2023 in Review

Federation des caisses Desjardins du Quebec sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2023, closing a stake of 270 shares — an estimated $22.9K sold.

Federation des caisses Desjardins du Quebec first reported a position in IVOG in Q1 2020 and held it in 2 quarters. The position peaked at $22.9K in Q4 2022. 98 funds tracked by Wall St. Rank hold IVOG as of Q1 2023.

Federation des caisses Desjardins du Quebec reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 270 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $22.9K.
Federation des caisses Desjardins du Quebec first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2020 and held it in 2 quarters.
Federation des caisses Desjardins du Quebec's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $22.9K in Q4 2022.
98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2023, filed 15 Aug 2024.