IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-280
| Closed | -$27.5K | – | 3184 |
|
|
2023
Q4 | $27.5K | Sell |
280
-170
| -38% | -$16.7K | ﹤0.01% | 1791 |
|
|
2023
Q3 | $40.6K | Hold |
450
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q2 | $42.1K | Buy |
450
+280
| +165% | +$26.2K | ﹤0.01% | 1684 |
|
|
2023
Q1 | $23.8K | Sell |
170
-50
| -23% | -$6.99K | ﹤0.01% | 1941 |
|
|
2022
Q4 | $15K | Sell |
220
-282
| -56% | -$19.2K | ﹤0.01% | 3112 |
|
|
2022
Q3 | $35K | Hold |
502
| – | – | ﹤0.01% | 2652 |
|
|
2022
Q2 | $35K | Hold |
502
| – | – | ﹤0.01% | 2418 |
|
|
2022
Q1 | $35K | Hold |
502
| – | – | ﹤0.01% | 2418 |
|
|
2021
Q4 | $53K | Hold |
502
| – | – | ﹤0.01% | 1502 |
|
|
2021
Q3 | $50K | Hold |
502
| – | – | ﹤0.01% | 1524 |
|
|
2021
Q2 | $50K | Hold |
502
| – | – | ﹤0.01% | 1520 |
|
|
2021
Q1 | $49K | Buy |
502
+282
| +128% | +$27.5K | ﹤0.01% | 1475 |
|
|
2020
Q4 | $20K | Hold |
220
| – | – | ﹤0.01% | 1801 |
|
|
2020
Q3 | $16K | Hold |
220
| – | – | ﹤0.01% | 1730 |
|
|
2020
Q2 | $15K | Buy |
220
+130
| +144% | +$8.86K | ﹤0.01% | 1661 |
|
|
2020
Q1 | $5K | Sell |
90
-416
| -82% | -$23.1K | ﹤0.01% | 2038 |
|
|
2019
Q4 | $38K | Buy |
+506
| New | +$38K | ﹤0.01% | 1365 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3348 |
|
|
2019
Q1 | – | Sell |
-326
| Closed | -$19K | – | 2859 |
|
|
2018
Q4 | $19K | Buy |
326
+38
| +13% | +$2.22K | ﹤0.01% | 2142 |
|
|
2018
Q3 | $21K | Hold |
288
| – | – | ﹤0.01% | 2403 |
|
|
2018
Q2 | $20K | Buy |
288
+162
| +129% | +$11.3K | ﹤0.01% | 2433 |
|
|
2018
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 2925 |
|
|
2017
Q4 | $8K | Hold |
126
| – | – | ﹤0.01% | 2922 |
|
|
2017
Q3 | $8K | Hold |
126
| – | – | ﹤0.01% | 3114 |
|
|
2017
Q2 | $8K | Hold |
126
| – | – | ﹤0.01% | 3130 |
|
|
2017
Q1 | $7K | Hold |
126
| – | – | ﹤0.01% | 3091 |
|
|
2016
Q4 | $7K | Hold |
126
| – | – | ﹤0.01% | 3099 |
|
|
2016
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 3039 |
|
|
2016
Q2 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 2934 |
|
|
2016
Q1 | – | Sell |
-126
| Closed | -$6K | – | 2890 |
|
|
2015
Q4 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 2848 |
|