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

New Capital 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
2017
Q4 		– Sell
-190
Closed -$12K – 165
2017
Q3 		$12K Hold
190
– – 0.02% 129
2017
Q2 		$11K Hold
190
– – 0.02% 127
2017
Q1 		$11K Hold
190
– – 0.02% 126
2016
Q4 		$11K Buy
+190
New +$10.4K 0.02% 120

Other funds holding IVOG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

New Capital Management's IVOG Position: Q4 2017 in Review

New Capital Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2017, closing a stake of 190 shares — an estimated $12K sold.

New Capital Management first reported a position in IVOG in Q4 2016 and held it in 4 quarters. The position peaked at $12K in Q3 2017. 58 funds tracked by Wall St. Rank hold IVOG as of Q4 2017.

  • New Capital Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • New Capital Management sold 190 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2017, an estimated $12K.
  • New Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 4 quarters.
  • New Capital Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $12K in Q3 2017.
  • 58 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2017.

Based on New Capital Management's 13F filing for Q4 2017, filed 19 Jan 2018.