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

Impact Partnership Wealth’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
2023
Q3 		– Sell
-150
Closed -$14K – 1116
2023
Q2 		$14K Buy
+150
New +$13.3K ﹤0.01% 386

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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's IVOG Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2023, closing a stake of 150 shares — an estimated $14K sold.

Impact Partnership Wealth first reported a position in IVOG in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 98 funds tracked by Wall St. Rank hold IVOG as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 150 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2023, an estimated $14K.
  • Impact Partnership Wealth first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $14K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.