American Financial & Tax Strategies’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 | $508K | Hold |
4,491
| – | – | 0.26% | 68 |
|
|
2025
Q1 | $463K | Sell |
4,491
-777
| -15% | -$80.2K | 0.25% | 67 |
|
|
2024
Q4 | $594K | Sell |
5,268
-132
| -2% | -$14.9K | 0.31% | 62 |
|
|
2024
Q3 | $619K | Sell |
5,400
-187
| -3% | -$21.4K | 0.31% | 63 |
|
|
2024
Q2 | $612K | Sell |
5,587
-65
| -1% | -$7.12K | 0.32% | 63 |
|
|
2024
Q1 | $641K | Sell |
5,652
-303
| -5% | -$34.4K | 0.34% | 62 |
|
|
2023
Q4 | $585K | Buy |
+5,955
| New | +$585K | 0.33% | 64 |
|