Sound Income Strategies’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Sound Income Strategies’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
2026 Q2	–	Sell	-138	Closed	-$17.5K	–	1428
2026 Q1	$17.5K	Hold	138	–	–	﹤0.01%	1246
2025 Q4	$17.7K	Buy	138 +132	+2,200%	+$15.8K	﹤0.01%	1200
2025 Q3	$715	Sell	6 -6	-50%	-$703	﹤0.01%	1490
2025 Q2	$1.36K	Sell	12 -12	-50%	-$1.28K	﹤0.01%	1322
2025 Q1	$2.48K	Hold	24	–	–	﹤0.01%	1199
2024 Q4	$2.71K	Hold	24	–	–	﹤0.01%	1114
2024 Q3	$2.75K	Buy	+24	New	+$2.67K	﹤0.01%	1072
2024 Q2	–	Sell	-58	Closed	-$6.58K	–	1438
2024 Q1	$6.58K	Hold	58	–	–	﹤0.01%	858
2023 Q4	$5.7K	Buy	+58	New	+$5.31K	﹤0.01%	866

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

BWG

Balanced Wealth Group Westlake, Ohio $316M AUM 24.66% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Sound Income Strategies's IVOG Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2026, closing a stake of 138 shares — an estimated $17.5K sold.

Sound Income Strategies first reported a position in IVOG in Q4 2023 and held it in 9 quarters. The position peaked at $17.7K in Q4 2025. 143 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Sound Income Strategies reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 138 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $17.5K.
Sound Income Strategies first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 9 quarters.
Sound Income Strategies's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $17.7K in Q4 2025.
143 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.