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

FinTrust Capital 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
2023 Q3	–	Sell	-1,343	Closed	-$227K	–	1282
2023 Q2	$227K	Hold	1,343	–	–	0.05%	244
2023 Q1	$227K	Sell	1,343 -1,343	-50%	-$119K	0.06%	241
2022 Q4	$227K	Buy	+2,686	New	+$230K	0.05%	244

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

SCM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FinTrust Capital Advisors's IVOG Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2023, closing a stake of 1,343 shares — an estimated $227K sold.

FinTrust Capital Advisors first reported a position in IVOG in Q4 2022 and held it in 3 quarters. The position peaked at $227K in Q2 2023. 98 funds tracked by Wall St. Rank hold IVOG as of Q3 2023.

FinTrust Capital Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 1,343 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $227K.
FinTrust Capital Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 3 quarters.
FinTrust Capital Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $227K in Q2 2023.
98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.