IWA
IVC Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
22,891
+2,333
| +11% | +$663K | 3.17% | 7 |
|
|
2025
Q1 | $5.03M | Buy |
20,558
+5,342
| +35% | +$1.31M | 2.71% | 9 |
|
|
2024
Q4 | $3.86M | Buy |
15,216
+395
| +3% | +$100K | 2.16% | 9 |
|
|
2024
Q3 | $3.61M | Buy |
14,821
+189
| +1% | +$46K | 1.97% | 8 |
|
|
2024
Q2 | $3.36M | Buy |
14,632
+162
| +1% | +$37.2K | 1.88% | 9 |
|
|
2024
Q1 | $3.41M | Buy |
14,470
+570
| +4% | +$134K | 1.97% | 7 |
|
|
2023
Q4 | $3.05M | Sell |
13,900
-240
| -2% | -$52.7K | 1.9% | 7 |
|
|
2023
Q3 | $2.75M | Buy |
14,140
+175
| +1% | +$34.1K | 1.84% | 6 |
|
|
2023
Q2 | $2.87M | Buy |
13,965
+1,812
| +15% | +$373K | 1.82% | 6 |
|
|
2023
Q1 | $2.37M | Buy |
12,153
+893
| +8% | +$174K | 1.68% | 7 |
|
|
2022
Q4 | $2.02M | Sell |
11,260
-1
| -0% | -$180 | 1.49% | 11 |
|
|
2022
Q3 | $1.92M | Buy |
11,261
+1,043
| +10% | +$178K | 1.55% | 10 |
|
|
2022
Q2 | $1.79M | Buy |
10,218
+3,202
| +46% | +$562K | 1.39% | 13 |
|
|
2022
Q1 | $1.56M | Buy |
7,016
+544
| +8% | +$121K | 1.03% | 21 |
|
|
2021
Q4 | $1.65M | Buy |
6,472
+453
| +8% | +$115K | 1.06% | 19 |
|
|
2021
Q3 | $1.42M | Buy |
6,019
+66
| +1% | +$15.6K | 0.98% | 24 |
|
|
2021
Q2 | $1.41M | Buy |
5,953
+481
| +9% | +$114K | 0.99% | 22 |
|
|
2021
Q1 | $1.17M | Buy |
5,472
+150
| +3% | +$32.2K | 0.92% | 31 |
|
|
2020
Q4 | $1.13M | Buy |
+5,322
| New | +$1.13M | 1.08% | 23 |
|