Jones Financial Companies’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
$297K Buy
2,628
+1,488
+131% +$168K ﹤0.01% 1496
2025
Q1
$118K Buy
1,140
+179
+19% +$18.5K ﹤0.01% 1705
2024
Q4
$108K Buy
961
+119
+14% +$13.4K ﹤0.01% 1598
2024
Q3
$96.5K Buy
+842
New +$96.5K ﹤0.01% 1419