LFG
LifePlan Financial Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $539K | Hold |
4,295
| – | – | 0.23% | 76 |
|
|
2020
Q2 | $516K | Hold |
4,295
| – | – | 0.24% | 73 |
|
|
2020
Q1 | $418K | Sell |
4,295
-274
| -6% | -$26.7K | 0.23% | 74 |
|
|
2019
Q4 | $635K | Sell |
4,569
-279
| -6% | -$38.8K | 0.28% | 66 |
|
|
2019
Q3 | $633K | Sell |
4,848
-159
| -3% | -$20.8K | 0.3% | 63 |
|
|
2019
Q2 | $657K | Buy |
5,007
+9
| +0.2% | +$1.18K | 0.32% | 60 |
|
|
2019
Q1 | $639K | Sell |
4,998
-32
| -0.6% | -$4.09K | 0.34% | 55 |
|
|
2018
Q4 | $563K | Buy |
5,030
+11
| +0.2% | +$1.23K | 0.35% | 51 |
|
|
2018
Q3 | $682K | Sell |
5,019
-114
| -2% | -$15.5K | 0.37% | 48 |
|
|
2018
Q2 | $675K | Buy |
5,133
+15
| +0.3% | +$1.97K | 0.38% | 49 |
|
|
2018
Q1 | $649K | Sell |
5,118
-708
| -12% | -$89.8K | 0.38% | 51 |
|
|
2017
Q4 | $704K | Hold |
5,826
| – | – | 0.45% | 44 |
|
|
2017
Q3 | $704K | Hold |
5,826
| – | – | 0.45% | 44 |
|
|
2017
Q2 | $684K | Sell |
5,826
-302
| -5% | -$35.5K | 0.47% | 45 |
|
|
2017
Q1 | $709K | Sell |
6,128
-74
| -1% | -$8.56K | 0.49% | 47 |
|
|
2016
Q4 | $690K | Sell |
6,202
-87
| -1% | -$9.68K | 0.49% | 62 |
|
|
2016
Q3 | $658K | Sell |
6,289
-154
| -2% | -$16.1K | 0.45% | 50 |
|
|
2016
Q2 | $646K | Sell |
6,443
-161
| -2% | -$16.1K | 0.44% | 48 |
|
|
2016
Q1 | $641K | Sell |
6,604
-529
| -7% | -$51.3K | 0.46% | 46 |
|
|
2015
Q4 | $669K | Buy |
7,133
+1,425
| +25% | +$134K | 0.48% | 46 |
|
|
2015
Q3 | $525K | Buy |
5,708
+62
| +1% | +$5.7K | 0.38% | 46 |
|
|
2015
Q2 | $573K | Buy |
5,646
+222
| +4% | +$22.5K | 0.38% | 58 |
|
|
2015
Q1 | $556K | Buy |
5,424
+5
| +0.1% | +$513 | 0.37% | 37 |
|
|
2014
Q4 | $528K | Sell |
5,419
-184
| -3% | -$17.9K | 0.35% | 39 |
|
|
2014
Q3 | $520K | Buy |
5,603
+23
| +0.4% | +$2.14K | 0.44% | 39 |
|
|
2014
Q2 | $539K | Sell |
5,580
-10
| -0.2% | -$966 | 0.38% | 36 |
|
|
2014
Q1 | $518K | Buy |
5,590
+1,069
| +24% | +$99.1K | 0.41% | 36 |
|
|
2013
Q4 | $407K | Buy |
4,521
+260
| +6% | +$23.4K | 0.28% | 44 |
|
|
2013
Q3 | $357K | Buy |
+4,261
| New | +$357K | 0.29% | 38 |
|