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

WestHill Financial Advisors’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
2023 Q4	–	Sell	-58	Closed	-$5.24K	–	90
2023 Q3	$5.24K	Hold	58	–	–	﹤0.01%	110
2023 Q2	$5.42K	Hold	58	–	–	﹤0.01%	105
2023 Q1	$5.15K	Hold	58	–	–	﹤0.01%	106
2022 Q4	$4.91K	Hold	58	–	–	﹤0.01%	111
2022 Q3	$5K	Hold	58	–	–	﹤0.01%	102
2022 Q2	$5K	Hold	58	–	–	﹤0.01%	107
2022 Q1	$6K	Hold	58	–	–	﹤0.01%	114
2021 Q4	$6K	Hold	58	–	–	﹤0.01%	115
2021 Q3	$6K	Buy	+58	New	+$5.84K	﹤0.01%	100
2021 Q1	$6K	Sell	58 -52	-47%	-$4.96K	﹤0.01%	80
2020 Q4	$10K	Buy	+110	New	+$9.12K	﹤0.01%	77

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

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

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

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

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

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

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

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

WestHill Financial Advisors's IVOG Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q4 2023, closing a stake of 58 shares — an estimated $5.24K sold.

WestHill Financial Advisors first reported a position in IVOG in Q4 2020 and held it in 11 quarters. The position peaked at $10K in Q4 2020. 101 funds tracked by Wall St. Rank hold IVOG as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 58 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q4 2023, an estimated $5.24K.
WestHill Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $10K in Q4 2020.
101 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.