SFS
IVOG icon

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

Sowell 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
2021
Q2 		– Sell
-774
Closed -$77K – 1620
2021
Q1 		$77K Buy
+774
New +$73.8K ﹤0.01% 1485

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
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sowell Financial Services's IVOG Position: Q2 2021 in Review

Sowell Financial Services sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2021, closing a stake of 774 shares — an estimated $77K sold.

Sowell Financial Services first reported a position in IVOG in Q1 2021 and held it in 1 quarter. The position peaked at $77K in Q1 2021. 84 funds tracked by Wall St. Rank hold IVOG as of Q2 2021.

  • Sowell Financial Services reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 774 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2021, an estimated $77K.
  • Sowell Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $77K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.