LWMG
IVOG icon

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

Levy Wealth Management 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
2024
Q2 		$230K Hold
2,101
– – 0.06% 96
2024
Q1 		$206K Hold
2,101
– – 0.06% 103
2023
Q4 		$206K Buy
+2,101
New +$192K 0.06% 103
2022
Q2 		– Sell
-2,396
Closed -$230K – 73
2022
Q1 		$230K Hold
2,396
– – 0.1% 64
2021
Q4 		$253K Buy
2,396
+10
+0.4% +$1.04K 0.11% 64
2021
Q3 		$235K Sell
2,386
-50
-2% -$5.04K 0.13% 61
2021
Q2 		$244K Sell
2,436
-60
-2% -$5.97K 0.14% 58
2021
Q1 		$243K Hold
2,496
– – 0.16% 50
2020
Q4 		$223K Buy
+2,496
New +$207K 0.16% 55

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LPL Financial
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OWA
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SCM
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Morgan Stanley
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Wells Fargo
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LWM
LJI Wealth Management Indianapolis, Indiana $625M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return