Biltmore 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $569K | Buy |
5,380
+350
| +7% | +$37K | 0.1% | 81 |
|
2021
Q3 | $495K | Buy |
5,030
+4
| +0.1% | +$394 | 0.09% | 86 |
|
2021
Q2 | $504K | Buy |
5,026
+714
| +17% | +$71.6K | 0.09% | 73 |
|
2021
Q1 | $419K | Sell |
4,312
-1,590
| -27% | -$155K | 0.09% | 83 |
|
2020
Q4 | $528K | Sell |
5,902
-1,588
| -21% | -$142K | 0.14% | 58 |
|
2020
Q3 | $558K | Buy |
+7,490
| New | +$558K | 0.16% | 49 |
|