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

IFG Advisory’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
2021 Q2	–	Sell	-3,548	Closed	-$344K	–	495
2021 Q1	$344K	Sell	3,548 -844	-19%	-$80.5K	0.04%	370
2020 Q4	$392K	Buy	4,392 +2	+0%	+$166	0.05%	305
2020 Q3	$327K	Hold	4,390	–	–	0.05%	306
2020 Q2	$305K	Hold	4,390	–	–	0.06%	303
2020 Q1	$242K	Sell	4,390 -98	-2%	-$6.67K	0.05%	309
2019 Q4	$329K	Buy	4,488 +4	+0.1%	+$285	0.06%	299
2019 Q3	$312K	Buy	+4,484	New	+$313K	0.06%	295

Other funds holding IVOG

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFG Advisory's IVOG Position: Q2 2021 in Review

IFG Advisory sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2021, closing a stake of 3,548 shares — an estimated $344K sold.

IFG Advisory first reported a position in IVOG in Q3 2019 and held it in 7 quarters. The position peaked at $392K in Q4 2020. 84 funds tracked by Wall St. Rank hold IVOG as of Q2 2021.

IFG Advisory reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
IFG Advisory sold 3,548 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $344K.
IFG Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2019 and held it in 7 quarters.
IFG Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $392K in Q4 2020.
84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on IFG Advisory's 13F filing for Q2 2021, filed 21 Jul 2021.