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

Halpern Financial’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
2024
Q3 		$84.2K Hold
740
– – 0.02% 77
2024
Q2 		$81K Hold
740
– – 0.02% 72
2024
Q1 		$82.7K Hold
740
– – 0.02% 75
2023
Q4 		$70.5K Hold
740
– – 0.02% 81
2023
Q3 		$66.8K Sell
740
-760
-51% -$71.4K 0.02% 77
2023
Q2 		$140K Hold
1,500
– – 0.05% 57
2023
Q1 		$133K Sell
1,500
-800
-35% -$70.8K 0.05% 55
2022
Q4 		$195K Hold
2,300
– – 0.07% 46
2022
Q3 		$181K Sell
2,300
-66
-3% -$5.67K 0.07% 47
2022
Q2 		$187K Buy
2,366
+866
+58% +$75.5K 0.07% 52
2022
Q1 		$144K Sell
1,500
-298
-17% -$28.5K 0.05% 70
2021
Q4 		$190K Hold
1,798
– – 0.08% 43
2021
Q3 		$177K Buy
1,798
+98
+6% +$9.87K 0.08% 42
2021
Q2 		$171K Sell
1,700
-480
-22% -$47.7K 0.08% 35
2021
Q1 		$212K Hold
2,180
– – 0.1% 30
2020
Q4 		$195K Hold
2,180
– – 0.1% 31
2020
Q3 		$162K Hold
2,180
– – 0.1% 31
2020
Q2 		$152K Buy
+2,180
New +$140K 0.1% 29

Other funds holding IVOG

Mariner
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Halpern Financial's IVOG Position: Q3 2024 in Review

Halpern Financial held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q3 2024 at 740 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #77.

Halpern Financial first reported a position in IVOG in Q2 2020 and has held it in 18 quarters since. The position peaked at $212K in Q1 2021. 138 funds tracked by Wall St. Rank hold IVOG as of Q3 2024.

  • Halpern Financial held 740 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $84.2K as of Q3 2024.
  • Halpern Financial left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2024.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #77 holding.
  • Halpern Financial first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2020 and has held it in 18 quarters since.
  • Halpern Financial's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $212K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.