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

USCA RIA’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 Q2	–	Sell	-7,300	Closed	-$403K	–	463
2020 Q1	$403K	Buy	7,300 +490	+7%	+$33.3K	0.05%	284
2019 Q4	$500K	Buy	6,810 +336	+5%	+$24K	0.04%	320
2019 Q3	$451K	Hold	6,474	–	–	0.04%	319
2019 Q2	$454K	Buy	6,474 +998	+18%	+$68.5K	0.05%	312
2019 Q1	$371K	Buy	5,476 +784	+17%	+$51.1K	0.04%	317
2018 Q4	$277K	Buy	4,692 +78	+2%	+$5.06K	0.04%	348
2018 Q3	$334K	Buy	4,614 +418	+10%	+$30.1K	0.03%	374
2018 Q2	$292K	Buy	4,196 +222	+6%	+$15.3K	0.03%	376
2018 Q1	$268K	Buy	+3,974	New	+$271K	0.03%	384

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

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

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

USCA RIA's IVOG Position: Q2 2020 in Review

USCA RIA sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2020, closing a stake of 7,300 shares — an estimated $403K sold.

USCA RIA first reported a position in IVOG in Q1 2018 and held it in 9 quarters. The position peaked at $500K in Q4 2019. 63 funds tracked by Wall St. Rank hold IVOG as of Q2 2020.

USCA RIA reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2020 after selling out during the quarter.
USCA RIA sold 7,300 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $403K.
USCA RIA first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2018 and held it in 9 quarters.
USCA RIA's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $500K in Q4 2019.
63 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2020.

Based on USCA RIA's 13F filing for Q2 2020, filed 13 Aug 2020.