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

Other funds holding IVOG

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Levy Wealth Management Group's IVOG Position: Q2 2024 in Review

Levy Wealth Management Group held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2024 at 2,101 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #96.

Levy Wealth Management Group first reported a position in IVOG in Q4 2020 and has held it in 9 quarters since. The position peaked at $253K in Q4 2021. 127 funds tracked by Wall St. Rank hold IVOG as of Q2 2024.

Levy Wealth Management Group held 2,101 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $230K as of Q2 2024.
Levy Wealth Management Group left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2024.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.06% of Levy Wealth Management Group's portfolio in Q2 2024, its #96 holding.
Levy Wealth Management Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 9 quarters since.
Levy Wealth Management Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $253K in Q4 2021.
127 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.