1900 Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,774
Closed -$294K 251
2021
Q4
$294K Sell
2,774
-478
-15% -$50.7K 0.03% 202
2021
Q3
$321K Sell
3,252
-664
-17% -$65.5K 0.03% 183
2021
Q2
$393K Sell
3,916
-4,424
-53% -$444K 0.04% 168
2021
Q1
$811 Buy
+8,340
New +$811 0.06% 108