OneDigital Investment Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

OneDigital Investment Advisors’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
2022 Q1	–	Sell	-3,920	Closed	-$414K	–	803
2021 Q4	$414K	Buy	3,920 +18	+0.5%	+$1.88K	0.01%	506
2021 Q3	$384K	Sell	3,902 -40	-1%	-$4.03K	0.02%	496
2021 Q2	$396K	Sell	3,942 -70	-2%	-$6.96K	0.02%	478
2021 Q1	$390K	Sell	4,012 -28	-0.7%	-$2.67K	0.02%	441
2020 Q4	$382K	Buy	4,040 +18	+0.4%	+$1.49K	0.02%	413
2020 Q3	$305K	Sell	4,022 -44	-1%	-$3.25K	0.02%	426
2020 Q2	$297K	Sell	4,066 -60	-1%	-$3.86K	0.02%	443
2020 Q1	$252K	Sell	4,126 -476	-10%	-$32.4K	0.02%	411
2019 Q4	$338K	Sell	4,602 -190	-4%	-$13.5K	0.03%	389
2019 Q3	$334K	Buy	+4,792	New	+$335K	0.03%	359
2019 Q2	–	Sell	-5,790	Closed	-$404K	–	1231
2019 Q1	$404K	Buy	+5,790	New	+$377K	0.06%	195
2018 Q4	–	Sell	-1,074	Closed	-$78K	–	1196
2018 Q3	$78K	Buy	1,074 +840	+359%	+$60.4K	0.02%	314
2018 Q2	$16K	Hold	234	–	–	﹤0.01%	894
2018 Q1	$16K	Buy	+234	New	+$16K	﹤0.01%	883

Other funds holding IVOG

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

RJFSA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAIM

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

SCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

OneDigital Investment Advisors's IVOG Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 3,920 shares — an estimated $414K sold.

OneDigital Investment Advisors first reported a position in IVOG in Q1 2018 and held it in 14 quarters. The position peaked at $414K in Q4 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

OneDigital Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 3,920 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $414K.
OneDigital Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 14 quarters.
OneDigital Investment Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $414K in Q4 2021.
86 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.