Atria Wealth Solutions’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 | $208K | Sell |
1,808
-354
| -16% | -$40.7K | ﹤0.01% | 1371 |
|
|
2025
Q1 | $223K | Buy |
2,162
+363
| +20% | +$37.5K | ﹤0.01% | 1653 |
|
|
2024
Q4 | $203K | Hold |
1,799
| – | – | ﹤0.01% | 1796 |
|
|
2024
Q3 | $206K | Sell |
1,799
-60,249
| -97% | -$6.91M | ﹤0.01% | 1755 |
|
|
2024
Q2 | $6.8M | Buy |
62,048
+60,232
| +3,317% | +$6.6M | 0.08% | 265 |
|
|
2024
Q1 | $206K | Buy |
+1,816
| New | +$206K | ﹤0.01% | 1800 |
|