Gradient Investments’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-38
| Closed | -$3K | – | 1214 |
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 887 |
|
2020
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 893 |
|
2020
Q2 | $3K | Sell |
38
-338
| -90% | -$26.7K | ﹤0.01% | 833 |
|
2020
Q1 | $21K | Hold |
376
| – | – | ﹤0.01% | 507 |
|
2019
Q4 | $28K | Buy |
+376
| New | +$28K | ﹤0.01% | 511 |
|