Guidant Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$528K	Hold	7,578	–	–	0.2%	70
2019 Q2	$532K	Hold	7,578	–	–	0.21%	73
2019 Q1	$513K	Hold	7,578	–	–	0.2%	74
2018 Q4	$446K	Buy	+7,578	New	+$492K	0.21%	67

Other funds holding IVOG

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

TAIM

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

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

SCM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

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

Guidant Wealth Advisors's IVOG Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2019 at 7,578 shares worth $528K. The position accounts for 0.2% of the portfolio, ranked #70.

Guidant Wealth Advisors first reported a position in IVOG in Q4 2018 and has held it in 4 quarters since. The position peaked at $532K in Q2 2019. 67 funds tracked by Wall St. Rank hold IVOG as of Q3 2019.

Guidant Wealth Advisors held 7,578 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $528K as of Q3 2019.
Guidant Wealth Advisors left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2019.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.2% of Guidant Wealth Advisors's portfolio in Q3 2019, its #70 holding.
Guidant Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 4 quarters since.
Guidant Wealth Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $532K in Q2 2019.
67 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.