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 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

Forte Capital's IVOG Position: Q3 2023 in Review

Forte Capital sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2023, closing a stake of 2,379 shares — an estimated $222K sold.

Forte Capital first reported a position in IVOG in Q4 2020 and held it in 9 quarters. The position peaked at $252K in Q1 2022. 98 funds tracked by Wall St. Rank hold IVOG as of Q3 2023.

Forte Capital reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
Forte Capital sold 2,379 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $222K.
Forte Capital first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 9 quarters.
Forte Capital's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $252K in Q1 2022.
98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Forte Capital's 13F filing for Q3 2023, filed 13 Nov 2023.