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

Private Ocean’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
2023
Q1 		– Sell
-434
Closed -$36.7K – 639
2022
Q4 		$36.7K Buy
+434
New +$37.2K ﹤0.01% 253

Other funds holding IVOG

Mariner
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Private Ocean's IVOG Position: Q1 2023 in Review

Private Ocean sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2023, closing a stake of 434 shares — an estimated $36.7K sold.

Private Ocean first reported a position in IVOG in Q4 2022 and held it in 1 quarter. The position peaked at $36.7K in Q4 2022. 98 funds tracked by Wall St. Rank hold IVOG as of Q1 2023.

  • Private Ocean reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Private Ocean sold 434 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $36.7K.
  • Private Ocean first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Private Ocean's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $36.7K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.