Taylor Hoffman Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-28	Closed	-$2K	–	235
2020 Q2	$2K	Buy	+28	New	+$1.8K	﹤0.01%	363
2020 Q1	–	Sell	-28	Closed	-$2K	–	239
2019 Q4	$2K	Hold	28	–	–	﹤0.01%	397
2019 Q3	$2K	Hold	28	–	–	﹤0.01%	396
2019 Q2	$2K	Hold	28	–	–	﹤0.01%	387
2019 Q1	$2K	Hold	28	–	–	﹤0.01%	394
2018 Q4	$2K	Buy	+28	New	+$1.82K	﹤0.01%	378

Other funds holding IVOG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Taylor Hoffman Wealth Management's IVOG Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2020, closing a stake of 28 shares — an estimated $2K sold.

Taylor Hoffman Wealth Management first reported a position in IVOG in Q4 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 70 funds tracked by Wall St. Rank hold IVOG as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 28 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $2K.
Taylor Hoffman Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2018 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $2K in Q2 2020.
70 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.