AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
2,380
+9
| +0.4% | +$1.02K | ﹤0.01% | 1158 |
|
|
2025
Q1 | $245K | Buy |
2,371
+2,155
| +998% | +$222K | ﹤0.01% | 1188 |
|
|
2024
Q4 | $24.3K | Buy |
+216
| New | +$24.3K | ﹤0.01% | 1687 |
|
|
2024
Q1 | – | Sell |
-2,796
| Closed | -$275K | – | 1578 |
|
|
2023
Q4 | $275K | Buy |
2,796
+51
| +2% | +$5.02K | ﹤0.01% | 1750 |
|
|
2023
Q3 | $248K | Buy |
+2,745
| New | +$248K | ﹤0.01% | 1692 |
|