Private Capital Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Private Capital Group’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 Q2	–	Sell	-1,044	Closed	-$100K	–	1992
2022 Q1	$100K	Hold	1,044	–	–	0.02%	399
2021 Q4	$110K	Hold	1,044	–	–	0.02%	400
2021 Q3	$103K	Hold	1,044	–	–	0.02%	425
2021 Q2	$105K	Hold	1,044	–	–	0.02%	399
2021 Q1	$101K	Hold	1,044	–	–	0.03%	387
2020 Q4	$93K	Sell	1,044 -64	-6%	-$5.31K	0.02%	526
2020 Q3	$83K	Hold	1,108	–	–	0.02%	508
2020 Q2	$77K	Hold	1,108	–	–	0.02%	529
2020 Q1	$61K	Hold	1,108	–	–	0.02%	568
2019 Q4	$81K	Hold	1,108	–	–	0.02%	516
2019 Q3	$77K	Buy	+1,108	New	+$77.4K	0.01%	575
2019 Q2	–	Sell	-1,108	Closed	-$75K	–	2315
2019 Q1	$75K	Buy	+1,108	New	+$72.2K	0.01%	586

Other funds holding IVOG

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Private Capital Group's IVOG Position: Q2 2022 in Review

Private Capital Group sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2022, closing a stake of 1,044 shares — an estimated $100K sold.

Private Capital Group first reported a position in IVOG in Q1 2019 and held it in 12 quarters. The position peaked at $110K in Q4 2021. 80 funds tracked by Wall St. Rank hold IVOG as of Q2 2022.

Private Capital Group reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 1,044 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2022, an estimated $100K.
Private Capital Group first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2019 and held it in 12 quarters.
Private Capital Group's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $110K in Q4 2021.
80 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.