Householder Group Estate & Retirement Specialist’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Householder Group Estate & Retirement Specialist’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	-30	Closed	-$3K	–	872
2024 Q3	$3K	Hold	30	–	–	﹤0.01%	993
2024 Q2	$3K	Hold	30	–	–	﹤0.01%	1014
2024 Q1	$3.4K	Hold	30	–	–	﹤0.01%	985
2023 Q4	$2K	Sell	30 -20	-40%	-$1.83K	﹤0.01%	995
2023 Q3	$4.51K	Buy	+50	New	+$4.7K	﹤0.01%	958
2023 Q1	$8K	Buy	+90	New	+$7.96K	﹤0.01%	856
2022 Q4	–	Sell	-90	Closed	-$7K	–	712
2022 Q3	$7K	Buy	+90	New	+$7.73K	﹤0.01%	807

Other funds holding IVOG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IVOG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2024, closing a stake of 30 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in IVOG in Q3 2022 and held it in 7 quarters. The position peaked at $8K in Q1 2023. 144 funds tracked by Wall St. Rank hold IVOG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 30 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $8K in Q1 2023.
144 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.