PWM
IVOG icon

Perigon Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Perigon Wealth Management’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
2026
Q1 		$222K Sell
1,779
-128
-7% -$16.3K ﹤0.01% 1163
2025
Q4 		$229K Hold
1,907
– – ﹤0.01% 1159
2025
Q3 		$228K Hold
1,907
– – ﹤0.01% 1083
2025
Q2 		$216K Buy
+1,907
New +$203K 0.01% 983
2025
Q1 		– Sell
-1,907
Closed -$223K – 1065
2024
Q4 		$223K Hold
1,907
– – 0.01% 925
2024
Q3 		$219K Hold
1,907
– – 0.01% 908
2024
Q2 		$209K Sell
1,907
-25
-1% -$2.75K 0.01% 803
2024
Q1 		$219K Buy
+1,932
New +$200K 0.01% 784

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return