Tevis Investment Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Tevis Investment 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
2022 Q4	–	Sell	-230	Closed	-$18K	–	136
2022 Q3	$18K	Hold	230	–	–	0.02%	294
2022 Q2	$18K	Hold	230	–	–	0.02%	295
2022 Q1	$22K	Hold	230	–	–	0.02%	277
2021 Q4	$24K	Buy	+230	New	+$24K	0.02%	304

Other funds holding IVOG

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Tevis Investment Management's IVOG Position: Q4 2022 in Review

Tevis Investment Management sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2022, closing a stake of 230 shares — an estimated $18K sold.

Tevis Investment Management first reported a position in IVOG in Q4 2021 and held it in 4 quarters. The position peaked at $24K in Q4 2021. 102 funds tracked by Wall St. Rank hold IVOG as of Q4 2022.

Tevis Investment Management reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 230 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2022, an estimated $18K.
Tevis Investment Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $24K 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 Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.