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Relaxing Retirement Coach’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Relaxing Retirement Coach’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
Q2 		$2.48M Sell
26,571
-2,764
-9% -$245K 0.75% 18
2023
Q1 		$2.61M Sell
29,335
-93
-0.3% -$8.23K 0.87% 18
2022
Q4 		$2.49M Buy
29,428
+36
+0.1% +$3.09K 0.92% 17
2022
Q3 		$2.31M Sell
29,392
-500
-2% -$42.9K 1.09% 16
2022
Q2 		$2.36M Sell
29,892
-490
-2% -$42.7K 1.19% 16
2022
Q1 		$2.92M Hold
30,382
– – 1.5% 12
2021
Q4 		$3.21M Buy
30,382
+30
+0.1% +$3.13K 1.85% 13
2021
Q3 		$2.99M Sell
30,352
-876
-3% -$88.2K 2.45% 12
2021
Q2 		$3.13M Sell
31,228
-690
-2% -$68.6K 2.67% 12
2021
Q1 		$3.1M Sell
31,918
-256
-0.8% -$24.4K 3.54% 9
2020
Q4 		$2.88M Sell
32,174
-33,238
-51% -$2.76M 3.14% 13
2020
Q3 		$4.87M Buy
65,412
+32,706
+100% +$2.42M 2.12% 18
2020
Q2 		$2.28M Sell
32,706
-1,664
-5% -$107K 1.6% 28
2020
Q1 		$1.9M Sell
34,370
-11,496
-25% -$782K 1.17% 31
2019
Q4 		$3.37M Buy
45,866
+624
+1% +$44.5K 0.99% 30
2019
Q3 		$3.15M Sell
45,242
-1,086
-2% -$75.8K 0.98% 29
2019
Q2 		$3.25M Sell
46,328
-1,136
-2% -$78K 0.99% 30
2019
Q1 		$3.22M Sell
47,464
-1,472
-3% -$95.9K 1% 30
2018
Q4 		$2.88M Sell
48,936
-572
-1% -$37.1K 0.98% 30
2018
Q3 		$3.58M Sell
49,508
-3,842
-7% -$276K 1.07% 30
2018
Q2 		$3.71M Sell
53,350
-19,900
-27% -$1.37M 1.15% 29
2018
Q1 		$4.95M Sell
73,250
-45,018
-38% -$3.07M 1.56% 26
2017
Q4 		$7.87M Buy
+118,268
New +$7.73M 2.56% 18

Other funds holding IVOG

Mariner
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Relaxing Retirement Coach's IVOG Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 9.4% in Q2 2023, selling an estimated $245K and leaving 26,571 shares worth $2.48M. The position accounts for 0.75% of the portfolio, ranked #18.

Relaxing Retirement Coach first reported a position in IVOG in Q4 2017 and has held it in 23 quarters since. The position peaked at $7.87M in Q4 2017. 91 funds tracked by Wall St. Rank hold IVOG as of Q2 2023.

  • Relaxing Retirement Coach held 26,571 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $2.48M as of Q2 2023.
  • Relaxing Retirement Coach sold 2,764 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2023, an estimated $245K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.75% of Relaxing Retirement Coach's portfolio in Q2 2023, its #18 holding.
  • Relaxing Retirement Coach first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $7.87M in Q4 2017.
  • 91 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.