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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $230K | Hold |
2,101
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $206K | Hold |
2,101
| – | – | 0.06% | 103 |
|
|
2023
Q4 | $206K | Buy |
+2,101
| New | +$206K | 0.06% | 103 |
|
|
2022
Q2 | – | Sell |
-2,396
| Closed | -$230K | – | 73 |
|
|
2022
Q1 | $230K | Hold |
2,396
| – | – | 0.1% | 64 |
|
|
2021
Q4 | $253K | Buy |
2,396
+10
| +0.4% | +$1.06K | 0.11% | 64 |
|
|
2021
Q3 | $235K | Sell |
2,386
-50
| -2% | -$4.93K | 0.13% | 61 |
|
|
2021
Q2 | $244K | Sell |
2,436
-60
| -2% | -$6.01K | 0.14% | 58 |
|
|
2021
Q1 | $243K | Hold |
2,496
| – | – | 0.16% | 50 |
|
|
2020
Q4 | $223K | Buy |
+2,496
| New | +$223K | 0.16% | 55 |
|