Financial Advocates Investment Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Financial Advocates Investment 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
2021 Q2	–	Sell	-3,356	Closed	-$326K	–	794
2021 Q1	$326K	Buy	3,356 +422	+14%	+$40.2K	0.02%	582
2020 Q4	$262K	Sell	2,934 -186	-6%	-$15.4K	0.02%	603
2020 Q3	$233K	Sell	3,120 -14	-0.4%	-$1.03K	0.02%	542
2020 Q2	$218K	Buy	+3,134	New	+$202K	0.02%	541
2020 Q1	–	Sell	-3,366	Closed	-$247K	–	513
2019 Q4	$247K	Buy	3,366 +468	+16%	+$33.4K	0.03%	440
2019 Q3	$202K	Sell	2,898 -864	-23%	-$60.3K	0.02%	460
2019 Q2	$264K	Sell	3,762 -308	-8%	-$21.2K	0.03%	392
2019 Q1	$276K	Buy	+4,070	New	+$265K	0.03%	374
2018 Q4	–	Sell	-3,040	Closed	-$220K	–	468
2018 Q3	$220K	Buy	3,040 +70	+2%	+$5.03K	0.02%	460
2018 Q2	$207K	Buy	+2,970	New	+$205K	0.03%	458

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Advocates Investment Management's IVOG Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2021, closing a stake of 3,356 shares — an estimated $326K sold.

Financial Advocates Investment Management first reported a position in IVOG in Q2 2018 and held it in 10 quarters. The position peaked at $326K in Q1 2021. 84 funds tracked by Wall St. Rank hold IVOG as of Q2 2021.

Financial Advocates Investment Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 3,356 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $326K.
Financial Advocates Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2018 and held it in 10 quarters.
Financial Advocates Investment Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $326K 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 Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.