Heritage Investment Group’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 | $961K | Hold |
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|
2025
Q1 | $877K | Sell |
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|
2024
Q4 | $971K | Hold |
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|
2024
Q3 | $988K | Hold |
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|
2024
Q2 | $944K | Hold |
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|
2024
Q1 | $978K | Hold |
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|
2023
Q4 | $847K | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $930K | Hold |
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|
2023
Q1 | $884K | Hold |
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|
2022
Q4 | $842K | Buy |
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|
2022
Q3 | $781K | Hold |
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|
2022
Q2 | $785K | Hold |
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|
2022
Q1 | $955K | Hold |
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|
2021
Q4 | $1.05M | Buy |
|