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

Legacy Trust’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
Q1 		– Sell
-2,980
Closed -$252K – 163
2022
Q4 		$252K Buy
+2,980
New +$256K 0.08% 136

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Legacy Trust's IVOG Position: Q1 2023 in Review

Legacy Trust sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2023, closing a stake of 2,980 shares — an estimated $252K sold.

Legacy Trust first reported a position in IVOG in Q4 2022 and held it in 1 quarter. The position peaked at $252K in Q4 2022. 98 funds tracked by Wall St. Rank hold IVOG as of Q1 2023.

  • Legacy Trust reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Legacy Trust sold 2,980 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $252K.
  • Legacy Trust first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Legacy Trust's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $252K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Legacy Trust's 13F filing for Q1 2023, filed 19 Apr 2023.