Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,982
| Closed | -$109K | – | 538 |
|
|
2020
Q1 | $109K | Buy |
+1,982
| New | +$109K | 0.05% | 238 |
|
|
2019
Q4 | – | Sell |
-1,960
| Closed | -$137K | – | 488 |
|
|
2019
Q3 | $137K | Buy |
1,960
+2
| +0.1% | +$140 | 0.05% | 264 |
|
|
2019
Q2 | $137K | Sell |
1,958
-2
| -0.1% | -$140 | 0.04% | 284 |
|
|
2019
Q1 | $133K | Buy |
+1,960
| New | +$133K | 0.04% | 283 |
|