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

TrustCore Financial Services’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
-140
Closed -$10K – 881
2020
Q2 		$10K Hold
140
– – ﹤0.01% 624
2020
Q1 		$8K Hold
140
– – ﹤0.01% 629
2019
Q4 		$10K Buy
+140
New +$9.98K ﹤0.01% 636

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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrustCore Financial Services's IVOG Position: Q3 2020 in Review

TrustCore Financial Services sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q3 2020, closing a stake of 140 shares — an estimated $10K sold.

TrustCore Financial Services first reported a position in IVOG in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 70 funds tracked by Wall St. Rank hold IVOG as of Q3 2020.

  • TrustCore Financial Services reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 140 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q3 2020, an estimated $10K.
  • TrustCore Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 3 quarters.
  • TrustCore Financial Services's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $10K 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 TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.