Financial Advocates Investment Management’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
Q2 | – | Sell |
-3,356
| Closed | -$326K | – | 777 |
|
|
2021
Q1 | $326K | Buy |
3,356
+422
| +14% | +$41K | 0.02% | 568 |
|
|
2020
Q4 | $262K | Sell |
2,934
-186
| -6% | -$16.6K | 0.02% | 600 |
|
|
2020
Q3 | $233K | Sell |
3,120
-14
| -0.4% | -$1.05K | 0.02% | 534 |
|
|
2020
Q2 | $218K | Buy |
+3,134
| New | +$218K | 0.02% | 524 |
|
|
2020
Q1 | – | Sell |
-3,366
| Closed | -$247K | – | 508 |
|
|
2019
Q4 | $247K | Buy |
3,366
+468
| +16% | +$34.3K | 0.03% | 436 |
|
|
2019
Q3 | $202K | Sell |
2,898
-864
| -23% | -$60.2K | 0.02% | 457 |
|
|
2019
Q2 | $264K | Sell |
3,762
-308
| -8% | -$21.6K | 0.03% | 388 |
|
|
2019
Q1 | $276K | Buy |
+4,070
| New | +$276K | 0.03% | 373 |
|
|
2018
Q4 | – | Sell |
-3,040
| Closed | -$220K | – | 468 |
|
|
2018
Q3 | $220K | Buy |
3,040
+70
| +2% | +$5.07K | 0.02% | 460 |
|
|
2018
Q2 | $207K | Buy |
+2,970
| New | +$207K | 0.03% | 458 |
|