Patriot Financial Group Insurance Agency’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q4	–	Sell	-400	Closed	-$39K	–	2202
2021 Q3	$39K	Hold	400	–	–	0.01%	953
2021 Q2	$40K	Hold	400	–	–	0.01%	913
2021 Q1	$39K	Hold	400	–	–	0.01%	852
2020 Q4	$36K	Buy	+400	New	+$33.2K	0.01%	790

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IVOG Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2021, closing a stake of 400 shares — an estimated $39K sold.

Patriot Financial Group Insurance Agency first reported a position in IVOG in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q2 2021. 95 funds tracked by Wall St. Rank hold IVOG as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 400 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $39K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $40K in Q2 2021.
95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.