KIG
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Kowal Investment Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-822
Closed -$81K – 523
2021
Q3 		$81K Buy
+822
New +$82.8K 0.03% 177

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Kowal Investment Group's IVOG Position: Q4 2021 in Review

Kowal Investment Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2021, closing a stake of 822 shares — an estimated $81K sold.

Kowal Investment Group first reported a position in IVOG in Q3 2021 and held it in 1 quarter. The position peaked at $81K in Q3 2021. 95 funds tracked by Wall St. Rank hold IVOG as of Q4 2021.

  • Kowal Investment Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 822 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $81K.
  • Kowal Investment Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $81K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.