Barrett & Company’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $116K | Hold |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $99.9K | Hold |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $94.3K | Buy |
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|
2023
Q3 | $85.7K | Hold |
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|
2023
Q2 | $88.8K | Hold |
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|
2023
Q1 | $84.4K | Hold |
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|
2022
Q4 | $80.4K | Hold |
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|
2022
Q3 | $80.4K | Buy |
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