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

MinichMacGregor 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
2018 Q4	–	Sell	-4	Closed	–	–	292
2018 Q3	$0	Hold	4	–	–	﹤0.01%	550
2018 Q2	$0	Hold	4	–	–	﹤0.01%	556
2018 Q1	$0	Hold	4	–	–	﹤0.01%	531
2017 Q4	$0	Hold	4	–	–	﹤0.01%	504
2017 Q3	$0	Hold	4	–	–	﹤0.01%	497
2017 Q2	$0	Hold	4	–	–	﹤0.01%	495
2017 Q1	$0	Buy	+4	New	+$232	﹤0.01%	475

Other funds holding IVOG

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's IVOG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2018, closing a stake of 4 shares.

MinichMacGregor Wealth Management first reported a position in IVOG in Q1 2017 and held it in 7 quarters. The position peaked at $0 in Q3 2018. 61 funds tracked by Wall St. Rank hold IVOG as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 4 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2018.
MinichMacGregor Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $0 in Q3 2018.
61 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.