GGI
IVOG icon

Godsey & Gibb Inc’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Godsey & Gibb Inc’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
2024
Q2 		– Sell
-140
Closed -$15.9K – 422
2024
Q1 		$15.9K Buy
+140
New +$14.5K ﹤0.01% 240

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Godsey & Gibb Inc's IVOG Position: Q2 2024 in Review

Godsey & Gibb Inc sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2024, closing a stake of 140 shares — an estimated $15.9K sold.

Godsey & Gibb Inc first reported a position in IVOG in Q1 2024 and held it in 1 quarter. The position peaked at $15.9K in Q1 2024. 127 funds tracked by Wall St. Rank hold IVOG as of Q2 2024.

  • Godsey & Gibb Inc reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 140 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2024, an estimated $15.9K.
  • Godsey & Gibb Inc first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Godsey & Gibb Inc's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $15.9K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Godsey & Gibb Inc's 13F filing for Q2 2024, filed 23 Jul 2024.