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

Gateway Advisory’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
2021
Q3 		– Sell
-37,494
Closed -$3.76M – 125
2021
Q2 		$3.76M Buy
37,494
+5,906
+19% +$588K 0.8% 32
2021
Q1 		$3.07M Buy
31,588
+860
+3% +$82K 0.78% 33
2020
Q4 		$2.75M Buy
30,728
+644
+2% +$53.4K 0.6% 35
2020
Q3 		$2.24M Buy
30,084
+528
+2% +$39K 0.53% 33
2020
Q2 		$2.06M Buy
+29,556
New +$1.9M 0.6% 30
2020
Q1 		– Sell
-63,316
Closed -$4.65M – 66
2019
Q4 		$4.65M Buy
63,316
+30,348
+92% +$2.16M 1.15% 26
2019
Q3 		$2.3M Buy
+32,968
New +$2.3M 0.78% 29
2018
Q4 		– Sell
-90,310
Closed -$6.53M – 68
2018
Q3 		$6.53M Buy
90,310
+25,350
+39% +$1.82M 1.72% 14
2018
Q2 		$4.52M Buy
64,960
+13,864
+27% +$958K 1.27% 29
2018
Q1 		$3.45M Buy
51,096
+834
+2% +$56.9K 1.01% 27
2017
Q4 		$3.34M Buy
50,262
+2,194
+5% +$143K 0.93% 28
2017
Q3 		$3.02M Buy
48,068
+2,594
+6% +$158K 0.9% 28
2017
Q2 		$2.76M Buy
45,474
+9,140
+25% +$549K 0.85% 23
2017
Q1 		$2.13M Buy
+36,334
New +$2.11M 0.68% 33

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Gateway Advisory's IVOG Position: Q3 2021 in Review

Gateway Advisory sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2021, closing a stake of 37,494 shares — an estimated $3.76M sold.

Gateway Advisory first reported a position in IVOG in Q1 2017 and held it in 14 quarters. The position peaked at $6.53M in Q3 2018. 84 funds tracked by Wall St. Rank hold IVOG as of Q3 2021.

  • Gateway Advisory reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Gateway Advisory sold 37,494 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2021, an estimated $3.76M.
  • Gateway Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 14 quarters.
  • Gateway Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.53M in Q3 2018.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2021.

Based on Gateway Advisory's 13F filing for Q3 2021, filed 21 Oct 2021.