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Prospera Financial Services’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Prospera Financial Services’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
Q1 		– Sell
-2,940
Closed -$311K – 2758
2021
Q4 		$311K Hold
2,940
– – 0.01% 698
2021
Q3 		$289K Buy
+2,940
New +$296K 0.01% 668

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prospera Financial Services's IVOG Position: Q1 2022 in Review

Prospera Financial Services sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2022, closing a stake of 2,940 shares — an estimated $311K sold.

Prospera Financial Services first reported a position in IVOG in Q3 2021 and held it in 2 quarters. The position peaked at $311K in Q4 2021. 86 funds tracked by Wall St. Rank hold IVOG as of Q1 2022.

  • Prospera Financial Services reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,940 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2022, an estimated $311K.
  • Prospera Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q3 2021 and held it in 2 quarters.
  • Prospera Financial Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $311K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2022.

Based on Prospera Financial Services's 13F filing for Q1 2022, filed 4 May 2022.