Financial Freedom LLC’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 | $282K | Sell |
2,499
-416
| -14% | -$47K | 0.15% | 88 |
|
2025
Q1 | $301K | Sell |
2,915
-2,986
| -51% | -$308K | 0.17% | 78 |
|
2024
Q4 | $665K | Buy |
5,901
+1,516
| +35% | +$171K | 0.35% | 52 |
|
2024
Q3 | $503K | Buy |
4,385
+2,929
| +201% | +$336K | 0.27% | 61 |
|
2024
Q2 | $160K | Buy |
1,456
+895
| +160% | +$98K | 0.09% | 110 |
|
2024
Q1 | $63.7K | Hold |
561
| – | – | 0.04% | 151 |
|
2023
Q4 | $55.1K | Buy |
561
+6
| +1% | +$589 | 0.04% | 152 |
|
2023
Q3 | $50.1K | Hold |
555
| – | – | 0.04% | 152 |
|
2023
Q2 | $51.9K | Hold |
555
| – | – | 0.04% | 148 |
|
2023
Q1 | $49.3K | Buy |
555
+1
| +0.2% | +$89 | 0.04% | 151 |
|
2022
Q4 | $47K | Buy |
+554
| New | +$47K | 0.03% | 153 |
|