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Paragon Capital Management (Colorado)’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Paragon Capital Management (Colorado)’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
-800
Closed -$85K – 343
2021
Q4 		$85K Buy
+800
New +$83.3K 0.01% 289

Other funds holding IVOG

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JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paragon Capital Management (Colorado)'s IVOG Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 800 shares — an estimated $85K sold.

Paragon Capital Management (Colorado) first reported a position in IVOG in Q4 2021 and held it in 1 quarter. The position peaked at $85K in Q4 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

  • Paragon Capital Management (Colorado) reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 800 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $85K.
  • Paragon Capital Management (Colorado) first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 1 quarter.
  • Paragon Capital Management (Colorado)'s Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $85K 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 Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.