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IVOG icon

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

Wealthquest’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
2024
Q4 		– Sell
-1,760
Closed -$201K – 130
2024
Q3 		$201K Buy
+1,760
New +$196K 0.02% 126
2022
Q2 		– Sell
-3,212
Closed -$339K – 132
2022
Q1 		$339K Hold
3,212
– – 0.05% 99
2021
Q4 		$339K Hold
3,212
– – 0.05% 99
2021
Q3 		$316K Hold
3,212
– – 0.05% 102
2021
Q2 		$322K Hold
3,212
– – 0.06% 102
2021
Q1 		$312K Hold
3,212
– – 0.06% 105
2020
Q4 		$287K Hold
3,212
– – 0.06% 101
2020
Q3 		$239K Buy
+3,212
New +$237K 0.06% 96

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return