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

Palladium Partners’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
2014
Q2 		– Sell
-1,650
Closed -$78K – 352
2014
Q1 		$78K Buy
+1,650
New +$76.2K 0.01% 309

Other funds holding IVOG

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U
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Palladium Partners's IVOG Position: Q2 2014 in Review

Palladium Partners sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2014, closing a stake of 1,650 shares — an estimated $78K sold.

Palladium Partners first reported a position in IVOG in Q1 2014 and held it in 1 quarter. The position peaked at $78K in Q1 2014. 16 funds tracked by Wall St. Rank hold IVOG as of Q2 2014.

  • Palladium Partners reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,650 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2014, an estimated $78K.
  • Palladium Partners first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2014 and held it in 1 quarter.
  • Palladium Partners's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $78K in Q1 2014.
  • 16 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.