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

Hoey 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
2024
Q4 		– Sell
-150
Closed -$16.4K – 409
2024
Q3 		$16.4K Hold
150
– – ﹤0.01% 180
2024
Q2 		$16.4K Hold
150
– – ﹤0.01% 180
2024
Q1 		$17K Hold
150
– – ﹤0.01% 181
2023
Q4 		$14.7K Hold
150
– – ﹤0.01% 186
2023
Q3 		$13.5K Hold
150
– – ﹤0.01% 189
2023
Q2 		$14K Buy
+150
New +$13.3K ﹤0.01% 191

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Hoey Investments's IVOG Position: Q4 2024 in Review

Hoey Investments sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2024, closing a stake of 150 shares — an estimated $16.4K sold.

Hoey Investments first reported a position in IVOG in Q2 2023 and held it in 6 quarters. The position peaked at $17K in Q1 2024. 144 funds tracked by Wall St. Rank hold IVOG as of Q4 2024.

  • Hoey Investments reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 150 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $16.4K.
  • Hoey Investments first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 6 quarters.
  • Hoey Investments's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $17K in Q1 2024.
  • 144 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.