FC
IVOG icon

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

Forte Capital’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
-2,379
Closed -$222K – 212
2023
Q2 		$222K Hold
2,379
– – 0.03% 199
2023
Q1 		$211K Sell
2,379
-1
-0% -$88 0.03% 205
2022
Q4 		$201K Buy
+2,380
New +$204K 0.03% 199
2022
Q2 		– Sell
-2,380
Closed -$252K – 215
2022
Q1 		$252K Hold
2,380
– – 0.03% 203
2021
Q4 		$252K Hold
2,380
– – 0.03% 203
2021
Q3 		$234K Hold
2,380
– – 0.03% 202
2021
Q2 		$239K Hold
2,380
– – 0.03% 198
2021
Q1 		$231K Hold
2,380
– – 0.04% 194
2020
Q4 		$213K Buy
+2,380
New +$197K 0.03% 189

Other funds holding IVOG

Mariner
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return