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

Sonora Investment 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
2017
Q3 		– Sell
-200
Closed -$12.2K – 1208
2017
Q2 		$12.2K Buy
+200
New +$12K ﹤0.01% 642

Other funds holding IVOG

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sonora Investment Management's IVOG Position: Q3 2017 in Review

Sonora Investment Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2017, closing a stake of 200 shares — an estimated $12.2K sold.

Sonora Investment Management first reported a position in IVOG in Q2 2017 and held it in 1 quarter. The position peaked at $12.2K in Q2 2017. 49 funds tracked by Wall St. Rank hold IVOG as of Q3 2017.

  • Sonora Investment Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 200 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2017, an estimated $12.2K.
  • Sonora Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 1 quarter.
  • Sonora Investment Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $12.2K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.