Creative Planning’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 | $1.66M | Buy |
14,708
+216
| +1% | +$24.4K | ﹤0.01% | 1461 |
|
|
2025
Q1 | $1.5M | Buy |
14,492
+731
| +5% | +$75.4K | ﹤0.01% | 1399 |
|
|
2024
Q4 | $1.55M | Buy |
13,761
+5,700
| +71% | +$642K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $924K | Sell |
8,061
-332
| -4% | -$38.1K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $919K | Buy |
8,393
+241
| +3% | +$26.4K | ﹤0.01% | 1460 |
|
|
2024
Q1 | $925K | Buy |
8,152
+62
| +0.8% | +$7.03K | ﹤0.01% | 1377 |
|
|
2023
Q4 | $795K | Sell |
8,090
-2,544
| -24% | -$250K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $960K | Buy |
10,634
+2,279
| +27% | +$206K | ﹤0.01% | 1176 |
|
|
2023
Q2 | $781K | Buy |
8,355
+37
| +0.4% | +$3.46K | ﹤0.01% | 1257 |
|
|
2023
Q1 | $739K | Sell |
8,318
-78
| -0.9% | -$6.93K | ﹤0.01% | 1232 |
|
|
2022
Q4 | $711K | Sell |
8,396
-16
| -0.2% | -$1.35K | ﹤0.01% | 1215 |
|
|
2022
Q3 | $662K | Buy |
8,412
+264
| +3% | +$20.8K | ﹤0.01% | 1155 |
|
|
2022
Q2 | $644K | Sell |
8,148
-98
| -1% | -$7.75K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $793K | Buy |
8,246
+2,544
| +45% | +$245K | ﹤0.01% | 1090 |
|
|
2021
Q4 | $603K | Sell |
5,702
-1,240
| -18% | -$131K | ﹤0.01% | 1205 |
|
|
2021
Q3 | $684K | Buy |
6,942
+1,360
| +24% | +$134K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $560K | Buy |
5,582
+1,246
| +29% | +$125K | ﹤0.01% | 1209 |
|
|
2021
Q1 | $422K | Sell |
4,336
-102
| -2% | -$9.93K | ﹤0.01% | 1527 |
|
|
2020
Q4 | $397K | Buy |
4,438
+122
| +3% | +$10.9K | ﹤0.01% | 1426 |
|
|
2020
Q3 | $322K | Hold |
4,316
| – | – | ﹤0.01% | 1358 |
|
|
2020
Q2 | $300K | Sell |
4,316
-72
| -2% | -$5.01K | ﹤0.01% | 1288 |
|
|
2020
Q1 | $242K | Sell |
4,388
-4
| -0.1% | -$221 | ﹤0.01% | 1275 |
|
|
2019
Q4 | $323K | Sell |
4,392
-526
| -11% | -$38.7K | ﹤0.01% | 1355 |
|
|
2019
Q3 | $343K | Buy |
4,918
+26
| +0.5% | +$1.81K | ﹤0.01% | 1269 |
|
|
2019
Q2 | $343K | Hold |
4,892
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q1 | $331K | Sell |
4,892
-400
| -8% | -$27.1K | ﹤0.01% | 1271 |
|
|
2018
Q4 | $312K | Buy |
5,292
+12
| +0.2% | +$707 | ﹤0.01% | 1204 |
|
|
2018
Q3 | $382K | Buy |
5,280
+200
| +4% | +$14.5K | ﹤0.01% | 1236 |
|
|
2018
Q2 | $354K | Hold |
5,080
| – | – | ﹤0.01% | 1254 |
|
|
2018
Q1 | $343K | Sell |
5,080
-1,292
| -20% | -$87.2K | ﹤0.01% | 1262 |
|
|
2017
Q4 | $424K | Buy |
6,372
+288
| +5% | +$19.2K | ﹤0.01% | 1160 |
|
|
2017
Q3 | $382K | Buy |
6,084
+3,426
| +129% | +$215K | ﹤0.01% | 1176 |
|
|
2017
Q2 | $162K | Hold |
2,658
| – | – | ﹤0.01% | 1632 |
|
|
2017
Q1 | $157K | Hold |
2,658
| – | – | ﹤0.01% | 1636 |
|
|
2016
Q4 | $149K | Buy |
2,658
+1,438
| +118% | +$80.6K | ﹤0.01% | 1569 |
|
|
2016
Q3 | $66K | Sell |
1,220
-336
| -22% | -$18.2K | ﹤0.01% | 2133 |
|
|
2016
Q2 | $81K | Buy |
1,556
+336
| +28% | +$17.5K | ﹤0.01% | 1795 |
|
|
2016
Q1 | $61K | Buy |
1,220
+110
| +10% | +$5.5K | ﹤0.01% | 1942 |
|
|
2015
Q4 | $55K | Hold |
1,110
| – | – | ﹤0.01% | 2018 |
|
|
2015
Q3 | $54K | Buy |
+1,110
| New | +$54K | ﹤0.01% | 1978 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$58K | – | 1960 |
|
|
2015
Q1 | $58K | Sell |
1,100
-1,010
| -48% | -$53.3K | ﹤0.01% | 1912 |
|
|
2014
Q4 | $104K | Buy |
2,110
+1,010
| +92% | +$49.8K | ﹤0.01% | 1524 |
|
|
2014
Q3 | $51K | Hold |
1,100
| – | – | ﹤0.01% | 1893 |
|
|
2014
Q2 | $53K | Hold |
1,100
| – | – | ﹤0.01% | 1828 |
|
|
2014
Q1 | $52K | Buy |
+1,100
| New | +$52K | ﹤0.01% | 1770 |
|