Forte Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,379
| Closed | -$222K | – | 212 |
|
|
2023
Q2 | $222K | Hold |
2,379
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $211K | Sell |
2,379
-1
| -0% | -$89 | 0.03% | 205 |
|
|
2022
Q4 | $201K | Buy |
+2,380
| New | +$201K | 0.03% | 199 |
|
|
2022
Q2 | – | Sell |
-2,380
| Closed | -$252K | – | 215 |
|
|
2022
Q1 | $252K | Hold |
2,380
| – | – | 0.03% | 203 |
|
|
2021
Q4 | $252K | Hold |
2,380
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $234K | Hold |
2,380
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $239K | Hold |
2,380
| – | – | 0.03% | 198 |
|
|
2021
Q1 | $231K | Hold |
2,380
| – | – | 0.04% | 194 |
|
|
2020
Q4 | $213K | Buy |
+2,380
| New | +$213K | 0.03% | 189 |
|