Golden State Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Golden State Wealth Management’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
2020 Q2	–	Sell	-1,982	Closed	-$109K	–	550
2020 Q1	$109K	Buy	+1,982	New	+$135K	0.05%	238
2019 Q4	–	Sell	-1,960	Closed	-$137K	–	497
2019 Q3	$137K	Buy	1,960 +2	+0.1%	+$140	0.05%	264
2019 Q2	$137K	Sell	1,958 -2	-0.1%	-$137	0.04%	284
2019 Q1	$133K	Buy	+1,960	New	+$128K	0.04%	283

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Wealth Management's IVOG Position: Q2 2020 in Review

Golden State Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2020, closing a stake of 1,982 shares — an estimated $109K sold.

Golden State Wealth Management first reported a position in IVOG in Q1 2019 and held it in 4 quarters. The position peaked at $137K in Q3 2019. 63 funds tracked by Wall St. Rank hold IVOG as of Q2 2020.

Golden State Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,982 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $109K.
Golden State Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $137K in Q3 2019.
63 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.