Aptus Capital Advisors’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 | $363K | Buy |
3,215
+198
| +7% | +$22.4K | ﹤0.01% | 759 |
|
2025
Q1 | $311K | Sell |
3,017
-364
| -11% | -$37.6K | ﹤0.01% | 758 |
|
2024
Q4 | $381K | Sell |
3,381
-68
| -2% | -$7.66K | ﹤0.01% | 706 |
|
2024
Q3 | $395K | Buy |
3,449
+3,283
| +1,978% | +$376K | 0.01% | 598 |
|
2024
Q2 | $18.2K | Buy |
166
+2
| +1% | +$219 | ﹤0.01% | 977 |
|
2024
Q1 | $18.6K | Hold |
164
| – | – | ﹤0.01% | 973 |
|
2023
Q4 | $16.1K | Buy |
+164
| New | +$16.1K | ﹤0.01% | 761 |
|
2023
Q2 | – | Sell |
-10
| Closed | -$889 | – | 822 |
|
2023
Q1 | $889 | Buy |
+10
| New | +$889 | ﹤0.01% | 774 |
|