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

Gradient Investments’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 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

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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.