Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $84.2K | Hold |
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|
2024
Q2 | $81K | Hold |
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|
2024
Q1 | $82.7K | Hold |
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|
2023
Q4 | $70.5K | Hold |
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|
2023
Q3 | $66.8K | Sell |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $181K | Sell |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $190K | Hold |
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|
2021
Q3 | $177K | Buy |
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|
2021
Q2 | $171K | Sell |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $195K | Hold |
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|
2020
Q3 | $162K | Hold |
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|
2020
Q2 | $152K | Buy |
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