Allworth Financial’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 | $3.6M | Sell |
31,893
-1,027
| -3% | -$116K | 0.02% | 365 |
|
|
2025
Q1 | $3.36M | Sell |
32,920
-187
| -0.6% | -$19.1K | 0.02% | 316 |
|
|
2024
Q4 | $3.96M | Buy |
33,107
+33,095
| +275,792% | +$3.96M | 0.02% | 289 |
|
|
2024
Q3 | $1.38K | Hold |
12
| – | – | ﹤0.01% | 3104 |
|
|
2024
Q2 | $1.34K | Sell |
12
-46
| -79% | -$5.15K | ﹤0.01% | 3065 |
|
|
2024
Q1 | $6.58K | Hold |
58
| – | – | ﹤0.01% | 2291 |
|
|
2023
Q4 | $5.7K | Hold |
58
| – | – | ﹤0.01% | 2218 |
|
|
2023
Q3 | $5.24K | Sell |
58
-498
| -90% | -$45K | ﹤0.01% | 2081 |
|
|
2023
Q2 | $52K | Buy |
556
+58
| +12% | +$5.42K | ﹤0.01% | 1112 |
|
|
2023
Q1 | $44.2K | Hold |
498
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q4 | $42.2K | Hold |
498
| – | – | ﹤0.01% | 1076 |
|
|
2022
Q3 | $39K | Hold |
498
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q2 | $39K | Hold |
498
| – | – | ﹤0.01% | 983 |
|
|
2022
Q1 | $48K | Hold |
498
| – | – | ﹤0.01% | 907 |
|
|
2021
Q4 | $53K | Hold |
498
| – | – | ﹤0.01% | 823 |
|
|
2021
Q3 | $49K | Hold |
498
| – | – | ﹤0.01% | 785 |
|
|
2021
Q2 | $50K | Buy |
+498
| New | +$50K | ﹤0.01% | 616 |
|