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

NWAM LLC’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
2019 Q3	–	Sell	-5,814	Closed	-$408K	–	404
2019 Q2	$408K	Sell	5,814 -224	-4%	-$15.4K	0.08%	221
2019 Q1	$409K	Sell	6,038 -64	-1%	-$4.17K	0.09%	215
2018 Q4	$360K	Sell	6,102 -3,674	-38%	-$239K	0.09%	211
2018 Q3	$707K	Hold	9,776	–	–	0.16%	136
2018 Q2	$681K	Buy	9,776 +200	+2%	+$13.8K	0.16%	139
2018 Q1	$646K	Buy	9,576 +64	+0.7%	+$4.36K	0.16%	138
2017 Q4	$633K	Buy	9,512 +1,734	+22%	+$113K	0.16%	138
2017 Q3	$488K	Buy	7,778 +182	+2%	+$11.1K	0.13%	164
2017 Q2	$462K	Sell	7,596 -64	-0.8%	-$3.84K	0.08%	163
2017 Q1	$451K	Buy	+7,660	New	+$445K	0.14%	159

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

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

Royal Bank of Canada

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

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

MML Investors Services

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

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

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

Bank of America

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