Levy Wealth Management Group’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
Q2
$230K Hold
2024
Q1
$206K Hold
2023
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$230K Hold
2021
Q4
$253K Buy
2021
Q3
$235K Sell
2021
Q2
$244K Sell
2021
Q1
$243K Hold
2020
Q4
$223K Buy