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Personal CFO Solutions’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Personal CFO Solutions’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
2020
Q1 		– Sell
-3,600
Closed -$264K – 327
2019
Q4 		$264K Hold
3,600
– – 0.08% 245
2019
Q3 		$251K Buy
+3,600
New +$251K 0.1% 229

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Personal CFO Solutions's IVOG Position: Q1 2020 in Review

Personal CFO Solutions sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2020, closing a stake of 3,600 shares — an estimated $264K sold.

Personal CFO Solutions first reported a position in IVOG in Q3 2019 and held it in 2 quarters. The position peaked at $264K in Q4 2019. 65 funds tracked by Wall St. Rank hold IVOG as of Q1 2020.

  • Personal CFO Solutions reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 3,600 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2020, an estimated $264K.
  • Personal CFO Solutions first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $264K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.