EFG
Embree Financial Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Hold |
6,659
| – | – | 0.11% | 111 |
|
|
2025
Q1 | $687K | Hold |
6,659
| – | – | 0.12% | 111 |
|
|
2024
Q4 | $750K | Buy |
6,659
+52
| +0.8% | +$5.86K | 0.13% | 102 |
|
|
2024
Q3 | $757K | Hold |
6,607
| – | – | 0.13% | 94 |
|
|
2024
Q2 | $724K | Hold |
6,607
| – | – | 0.14% | 89 |
|
|
2024
Q1 | $750K | Hold |
6,607
| – | – | 0.15% | 90 |
|
|
2023
Q4 | $649K | Buy |
+6,607
| New | +$649K | 0.14% | 91 |
|