Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.69K | – | 2074 |
|
|
2022
Q4 | $1.69K | Hold |
20
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q3 | $1K | Sell |
20
-15,816
| -100% | -$791K | ﹤0.01% | 1938 |
|
|
2022
Q2 | $1.27M | Hold |
15,836
| – | – | 0.06% | 273 |
|
|
2022
Q1 | $1.52M | Buy |
15,836
+22
| +0.1% | +$2.12K | 0.07% | 264 |
|
|
2021
Q4 | $1.67M | Buy |
15,814
+74
| +0.5% | +$7.82K | 0.06% | 280 |
|
|
2021
Q3 | $1.57M | Hold |
15,740
| – | – | 0.06% | 288 |
|
|
2021
Q2 | $1.59M | Hold |
15,740
| – | – | 0.06% | 270 |
|
|
2021
Q1 | $1.59M | Hold |
15,740
| – | – | 0.04% | 322 |
|
|
2020
Q4 | $1.53M | Buy |
+15,740
| New | +$1.53M | 0.06% | 270 |
|