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GYL Financial Synergies’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

GYL Financial Synergies’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
-5,104
Closed -$282K – 158
2020
Q1 		$282K Hold
5,104
– – 0.18% 111
2019
Q4 		$375K Hold
5,104
– – 0.17% 103
2019
Q3 		$356K Buy
+5,104
New +$356K 0.18% 104

Other funds holding IVOG

Mariner
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GYL Financial Synergies's IVOG Position: Q2 2020 in Review

GYL Financial Synergies sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2020, closing a stake of 5,104 shares — an estimated $282K sold.

GYL Financial Synergies first reported a position in IVOG in Q3 2019 and held it in 3 quarters. The position peaked at $375K in Q4 2019. 63 funds tracked by Wall St. Rank hold IVOG as of Q2 2020.

  • GYL Financial Synergies reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • GYL Financial Synergies sold 5,104 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $282K.
  • GYL Financial Synergies first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2019 and held it in 3 quarters.
  • GYL Financial Synergies's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $375K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on GYL Financial Synergies's 13F filing for Q2 2020, filed 4 Aug 2020.