FAG
IVOG icon

Fortitude Advisory Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-344
Closed -$33K – 729
2022
Q1 		$33K Hold
344
– – 0.02% 658
2021
Q4 		$36K Buy
+344
New +$35.8K 0.02% 644

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Fortitude Advisory Group's IVOG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2022, closing a stake of 344 shares — an estimated $33K sold.

Fortitude Advisory Group first reported a position in IVOG in Q4 2021 and held it in 2 quarters. The position peaked at $36K in Q4 2021. 80 funds tracked by Wall St. Rank hold IVOG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 344 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $33K.
  • Fortitude Advisory Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $36K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.