CAPTRUST Financial Advisors’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
Q1
Sell
2024
Q4
$393K Buy
2024
Q3
$385K Buy
2024
Q2
$213K Hold
2024
Q1
$221K Sell
2023
Q4
$290K Hold
2023
Q3
$267K Hold
2023
Q2
$276K Buy
2022
Q3
Sell
2022
Q2
$105K Buy
2022
Q1
$92K Buy
2017
Q3
Sell
2017
Q2
$0 Buy