Global Retirement Partners’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
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|
2024
Q4 | $195K | Sell |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $186K | Buy |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $151K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3K | Sell |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $30K | Buy |
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|
2018
Q3 | $36K | Buy |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Buy |
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