Founders Capital Management (Texas)’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 | $76.1K | Hold |
673
| – | – | 0.05% | 98 |
|
2025
Q1 | $69.4K | Hold |
673
| – | – | 0.04% | 106 |
|
2024
Q4 | $75.8K | Hold |
673
| – | – | 0.05% | 100 |
|
2024
Q3 | $77.1K | Hold |
673
| – | – | 0.05% | 101 |
|
2024
Q2 | $73.7K | Hold |
673
| – | – | 0.05% | 103 |
|
2024
Q1 | $76.4K | Hold |
673
| – | – | 0.05% | 106 |
|
2023
Q4 | $66.1K | Sell |
673
-163
| -19% | -$16K | 0.05% | 116 |
|
2023
Q3 | $75.5K | Sell |
836
-648
| -44% | -$58.5K | 0.06% | 95 |
|
2023
Q2 | $139K | Sell |
1,484
-412
| -22% | -$38.5K | 0.1% | 74 |
|
2023
Q1 | $168K | Buy |
+1,896
| New | +$168K | 0.13% | 65 |
|