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

FormulaFolio Investments’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 Q2	–	Sell	-4,760	Closed	-$322K	–	333
2019 Q1	$322K	Sell	4,760 -1,840	-28%	-$120K	0.01%	255
2018 Q4	$477K	Hold	6,600	–	–	0.02%	211
2018 Q3	$477K	Hold	6,600	–	–	0.02%	212
2018 Q2	$460K	Buy	6,600 +120	+2%	+$8.29K	0.02%	211
2018 Q1	$437K	Buy	+6,480	New	+$442K	0.03%	185

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

FormulaFolio Investments's IVOG Position: Q2 2019 in Review

FormulaFolio Investments sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2019, closing a stake of 4,760 shares — an estimated $322K sold.

FormulaFolio Investments first reported a position in IVOG in Q1 2018 and held it in 5 quarters. The position peaked at $477K in Q4 2018. 67 funds tracked by Wall St. Rank hold IVOG as of Q2 2019.

FormulaFolio Investments reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
FormulaFolio Investments sold 4,760 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $322K.
FormulaFolio Investments first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 5 quarters.
FormulaFolio Investments's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $477K in Q4 2018.
67 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on FormulaFolio Investments's 13F filing for Q2 2019, filed 12 Aug 2019.