IFP Advisors’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 Q1	–	Sell	-280	Closed	-$27.5K	–	3183
2023 Q4	$27.5K	Sell	280 -170	-38%	-$15.6K	﹤0.01%	1791
2023 Q3	$40.6K	Hold	450	–	–	﹤0.01%	1641
2023 Q2	$42.1K	Buy	450 +280	+165%	+$24.8K	﹤0.01%	1684
2023 Q1	$23.8K	Sell	170 -50	-23%	-$4.42K	﹤0.01%	1941
2022 Q4	$15K	Sell	220 -282	-56%	-$24.2K	﹤0.01%	3112
2022 Q3	$35K	Hold	502	–	–	﹤0.01%	2651
2022 Q2	$35K	Hold	502	–	–	﹤0.01%	2417
2022 Q1	$35K	Hold	502	–	–	﹤0.01%	2417
2021 Q4	$53K	Hold	502	–	–	﹤0.01%	1526
2021 Q3	$50K	Hold	502	–	–	﹤0.01%	1572
2021 Q2	$50K	Hold	502	–	–	﹤0.01%	1520
2021 Q1	$49K	Buy	502 +282	+128%	+$26.9K	﹤0.01%	1478
2020 Q4	$20K	Hold	220	–	–	﹤0.01%	1803
2020 Q3	$16K	Hold	220	–	–	﹤0.01%	1733
2020 Q2	$15K	Buy	220 +130	+144%	+$8.37K	﹤0.01%	1667
2020 Q1	$5K	Sell	90 -416	-82%	-$28.3K	﹤0.01%	2062
2019 Q4	$38K	Buy	+506	New	+$36.1K	﹤0.01%	1365
2019 Q1	–	Sell	-326	Closed	-$19K	–	2878
2018 Q4	$19K	Buy	326 +38	+13%	+$2.47K	﹤0.01%	2171
2018 Q3	$21K	Hold	288	–	–	﹤0.01%	2429
2018 Q2	$20K	Buy	288 +162	+129%	+$11.2K	﹤0.01%	2466
2018 Q1	$8K	Hold	126	–	–	﹤0.01%	2925
2017 Q4	$8K	Hold	126	–	–	﹤0.01%	2970
2017 Q3	$8K	Hold	126	–	–	﹤0.01%	3153
2017 Q2	$8K	Hold	126	–	–	﹤0.01%	3162
2017 Q1	$7K	Hold	126	–	–	﹤0.01%	3126
2016 Q4	$7K	Hold	126	–	–	﹤0.01%	3124
2016 Q3	$7K	Hold	126	–	–	﹤0.01%	3056
2016 Q2	$7K	Buy	+126	New	+$6.44K	﹤0.01%	2946
2016 Q1	–	Sell	-126	Closed	-$6K	–	2884
2015 Q4	$6K	Buy	+126	New	+$6.37K	﹤0.01%	2863