AssetMark Inc’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5K | Sell |
491
-4,861
| -91% | -$549K | ﹤0.01% | 1529 |
|
|
2025
Q1 | $552K | Buy |
+5,352
| New | +$552K | ﹤0.01% | 962 |
|
|
2024
Q1 | – | Sell |
-18
| Closed | -$1.77K | – | 2022 |
|
|
2023
Q4 | $1.77K | Sell |
18
-1,969
| -99% | -$193K | ﹤0.01% | 1563 |
|
|
2023
Q3 | $179K | Sell |
1,987
-1,737
| -47% | -$157K | ﹤0.01% | 888 |
|
|
2023
Q2 | $348K | Buy |
+3,724
| New | +$348K | ﹤0.01% | 777 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$3.39K | – | 1663 |
|
|
2022
Q4 | $3.39K | Buy |
+20
| New | +$3.39K | ﹤0.01% | 1392 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1433 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1261 |
|
|
2020
Q4 | – | Sell |
-55
| Closed | -$8K | – | 1439 |
|
|
2020
Q3 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 939 |
|