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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-38
Closed -$3K 1214
2020
Q4
$3K Hold
38
﹤0.01% 887
2020
Q3
$3K Hold
38
﹤0.01% 893
2020
Q2
$3K Sell
38
-338
-90% -$21.8K ﹤0.01% 833
2020
Q1
$21K Hold
376
﹤0.01% 507
2019
Q4
$28K Buy
+376
New +$26.8K ﹤0.01% 511

Other funds holding IVOG

Gradient Investments's IVOG Position: Q1 2021 in Review

Gradient Investments sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2021, closing a stake of 38 shares — an estimated $3K sold.

Gradient Investments first reported a position in IVOG in Q4 2019 and held it in 5 quarters. The position peaked at $28K in Q4 2019. 85 funds tracked by Wall St. Rank hold IVOG as of Q1 2021.

  • Gradient Investments reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Gradient Investments sold 38 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2021, an estimated $3K.
  • Gradient Investments first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 5 quarters.
  • Gradient Investments's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $28K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.