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

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

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

Bank of America

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

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

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

Royal Bank of Canada

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

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