Cape Investment Advisory’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 | $20.1K | Hold |
178
| – | – | 0.01% | 506 |
|
|
2025
Q1 | $18.4K | Hold |
178
| – | – | 0.01% | 495 |
|
|
2024
Q4 | $20.1K | Hold |
178
| – | – | 0.01% | 480 |
|
|
2024
Q3 | $20.4K | Hold |
178
| – | – | 0.01% | 459 |
|
|
2024
Q2 | $19.5K | Hold |
178
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $20.2K | Hold |
178
| – | – | 0.01% | 440 |
|
|
2023
Q4 | $17.5K | Sell |
178
-100
| -36% | -$9.82K | 0.01% | 558 |
|
|
2023
Q3 | $25.1K | Hold |
278
| – | – | 0.01% | 408 |
|
|
2023
Q2 | $26K | Sell |
278
-162
| -37% | -$15.1K | 0.01% | 399 |
|
|
2023
Q1 | $39.1K | Buy |
+440
| New | +$39.1K | 0.02% | 310 |
|