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

Quest Capital 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
2021 Q4	$440K	Buy	4,162 +14	+0.3%	+$1.46K	0.08%	172
2021 Q3	$408K	Hold	4,148	–	–	0.08%	161
2021 Q2	$416K	Buy	4,148 +200	+5%	+$19.9K	0.08%	161
2021 Q1	$384K	Sell	3,948 -142	-3%	-$13.5K	0.08%	158
2020 Q4	$366K	Buy	4,090 +8	+0.2%	+$663	0.09%	148
2020 Q3	$304K	Buy	4,082 +14	+0.3%	+$1.03K	0.08%	152
2020 Q2	$283K	Hold	4,068	–	–	0.09%	147
2020 Q1	$224K	Sell	4,068 -560	-12%	-$38.1K	0.08%	154
2019 Q4	$340K	Hold	4,628	–	–	0.08%	140
2019 Q3	$323K	Sell	4,628 -1,226	-21%	-$85.6K	0.08%	144
2019 Q2	$411K	Sell	5,854 -144	-2%	-$9.89K	0.1%	115
2019 Q1	$407K	Hold	5,998	–	–	0.1%	123
2018 Q4	$354K	Buy	+5,998	New	+$389K	0.1%	87

Other funds holding IVOG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Quest Capital Management's IVOG Position: Q4 2021 in Review

Quest Capital Management increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 0.34% in Q4 2021, buying an estimated $1.46K and bringing the position to 4,162 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #172.

Quest Capital Management first reported a position in IVOG in Q4 2018 and has held it in 13 quarters since. 95 funds tracked by Wall St. Rank hold IVOG as of Q4 2021.

Quest Capital Management held 4,162 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $440K as of Q4 2021.
Quest Capital Management bought 14 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2021, an estimated $1.46K.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.08% of Quest Capital Management's portfolio in Q4 2021, its #172 holding.
Quest Capital Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 13 quarters since.
95 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.