HighTower Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.68M | Sell |
14,888
-367
| -2% | -$41.5K | ﹤0.01% | 1663 |
|
2025
Q1 | $1.57M | Sell |
15,255
-974
| -6% | -$100K | ﹤0.01% | 1650 |
|
2024
Q4 | $1.83M | Sell |
16,229
-4,608
| -22% | -$519K | ﹤0.01% | 1564 |
|
2024
Q3 | $2.39M | Sell |
20,837
-87
| -0.4% | -$9.96K | ﹤0.01% | 1409 |
|
2024
Q2 | $2.29M | Sell |
20,924
-602
| -3% | -$66K | ﹤0.01% | 1369 |
|
2024
Q1 | $2.44M | Sell |
21,526
-61
| -0.3% | -$6.92K | ﹤0.01% | 1332 |
|
2023
Q4 | $2.12M | Buy |
21,587
+17,152
| +387% | +$1.68M | ﹤0.01% | 1398 |
|
2023
Q3 | $400K | Buy |
4,435
+600
| +16% | +$54.1K | ﹤0.01% | 2373 |
|
2023
Q2 | $358K | Hold |
3,835
| – | – | ﹤0.01% | 2426 |
|
2023
Q1 | $340K | Sell |
3,835
-1
| -0% | -$89 | ﹤0.01% | 2358 |
|
2022
Q4 | $324K | Buy |
+3,836
| New | +$324K | ﹤0.01% | 2391 |
|
2022
Q2 | – | Sell |
-2,368
| Closed | -$228K | – | 3090 |
|
2022
Q1 | $228K | Buy |
2,368
+60
| +3% | +$5.78K | ﹤0.01% | 2701 |
|
2021
Q4 | $244K | Hold |
2,308
| – | – | ﹤0.01% | 2595 |
|
2021
Q3 | $226K | Hold |
2,308
| – | – | ﹤0.01% | 2608 |
|
2021
Q2 | $231K | Hold |
2,308
| – | – | ﹤0.01% | 2554 |
|
2021
Q1 | $225K | Buy |
+2,308
| New | +$225K | ﹤0.01% | 2495 |
|
2020
Q4 | – | Sell |
-3,550
| Closed | -$264K | – | 2468 |
|
2020
Q3 | $264K | Hold |
3,550
| – | – | ﹤0.01% | 1881 |
|
2020
Q2 | $247K | Buy |
+3,550
| New | +$247K | ﹤0.01% | 1836 |
|
2020
Q1 | – | Sell |
-3,550
| Closed | -$261K | – | 2187 |
|
2019
Q4 | $261K | Buy |
+3,550
| New | +$261K | ﹤0.01% | 1794 |
|