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

TCG Advisors’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
2019
Q3 		– Sell
-400
Closed -$28K – 261
2019
Q2 		$28K Buy
+400
New +$27.5K 0.03% 188

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCG Advisors's IVOG Position: Q3 2019 in Review

TCG Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2019, closing a stake of 400 shares — an estimated $28K sold.

TCG Advisors first reported a position in IVOG in Q2 2019 and held it in 1 quarter. The position peaked at $28K in Q2 2019. 67 funds tracked by Wall St. Rank hold IVOG as of Q3 2019.

  • TCG Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 400 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $28K.
  • TCG Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2019 and held it in 1 quarter.
  • TCG Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $28K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.