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

WP 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
2019 Q2	–	Sell	-344	Closed	-$233	–	109
2019 Q1	$233	Buy	+344	New	+$22.4K	0.03%	164
2018 Q4	–	Sell	-342	Closed	-$25K	–	146
2018 Q3	$25K	Hold	342	–	–	0.02%	166
2018 Q2	$24K	Buy	+342	New	+$23.6K	0.02%	177

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

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

WP Advisors's IVOG Position: Q2 2019 in Review

WP Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2019, closing a stake of 344 shares — an estimated $233 sold.

WP Advisors first reported a position in IVOG in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 67 funds tracked by Wall St. Rank hold IVOG as of Q2 2019.

WP Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 344 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2019, an estimated $233.
WP Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $25K in Q3 2018.
67 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.