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

Jeppson 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
Q4 		– Sell
-200
Closed -$15K – 280
2020
Q3 		$15K Buy
+200
New +$14.8K 0.01% 357

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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Jeppson Wealth Management's IVOG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2020, closing a stake of 200 shares — an estimated $15K sold.

Jeppson Wealth Management first reported a position in IVOG in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 77 funds tracked by Wall St. Rank hold IVOG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2020, an estimated $15K.
  • Jeppson Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $15K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.