Householder Group Estate & Retirement Specialist’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-30
| Closed | -$3K | – | 872 |
|
2024
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 993 |
|
2024
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 1014 |
|
2024
Q1 | $3.4K | Hold |
30
| – | – | ﹤0.01% | 984 |
|
2023
Q4 | $2K | Sell |
30
-20
| -40% | -$1.33K | ﹤0.01% | 995 |
|
2023
Q3 | $4.52K | Buy |
+50
| New | +$4.52K | ﹤0.01% | 958 |
|
2023
Q1 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 856 |
|
2022
Q4 | – | Sell |
-90
| Closed | -$7K | – | 712 |
|
2022
Q3 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 807 |
|