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

Toth Financial Advisory’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
2018
Q2 		– Sell
-200
Closed -$14K – 442
2018
Q1 		$14K Buy
+200
New +$13.6K ﹤0.01% 296

Other funds holding IVOG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Toth Financial Advisory's IVOG Position: Q2 2018 in Review

Toth Financial Advisory sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2018, closing a stake of 200 shares — an estimated $14K sold.

Toth Financial Advisory first reported a position in IVOG in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 59 funds tracked by Wall St. Rank hold IVOG as of Q2 2018.

  • Toth Financial Advisory reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 200 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2018, an estimated $14K.
  • Toth Financial Advisory first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Toth Financial Advisory's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $14K in Q1 2018.
  • 59 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2018.

Based on Toth Financial Advisory's 13F filing for Q2 2018, filed 23 Jul 2018.