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Stephens Consulting’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Stephens Consulting’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
2022
Q4 		– Sell
-312
Closed -$24.5K – 535
2022
Q3 		$24.5K Hold
312
– – 0.02% 237
2022
Q2 		$24.7K Hold
312
– – 0.02% 227
2022
Q1 		$30K Hold
312
– – 0.02% 232
2021
Q4 		$33K Buy
+312
New +$32.5K 0.03% 240

Other funds holding IVOG

Mariner
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stephens Consulting's IVOG Position: Q4 2022 in Review

Stephens Consulting sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2022, closing a stake of 312 shares — an estimated $24.5K sold.

Stephens Consulting first reported a position in IVOG in Q4 2021 and held it in 4 quarters. The position peaked at $33K in Q4 2021. 102 funds tracked by Wall St. Rank hold IVOG as of Q4 2022.

  • Stephens Consulting reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 312 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $24.5K.
  • Stephens Consulting first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $33K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.