HWM
IVOG icon

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

Howard Wealth Management’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
Q1 		– Sell
-152
Closed -$11K – 296
2019
Q4 		$11K Buy
+152
New +$10.8K 0.01% 323

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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Howard Wealth Management's IVOG Position: Q1 2020 in Review

Howard Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2020, closing a stake of 152 shares — an estimated $11K sold.

Howard Wealth Management first reported a position in IVOG in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 65 funds tracked by Wall St. Rank hold IVOG as of Q1 2020.

  • Howard Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 152 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $11K.
  • Howard Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $11K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.