LJI Wealth Management’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 | $12.9M | Buy |
113,975
+12,026
| +12% | +$1.36M | 2.24% | 12 |
|
|
2025
Q1 | $10.5M | Buy |
101,949
+4,603
| +5% | +$475K | 2.09% | 12 |
|
|
2024
Q4 | $11M | Buy |
97,346
+1,749
| +2% | +$197K | 2.16% | 12 |
|
|
2024
Q3 | $11M | Buy |
95,597
+4,352
| +5% | +$499K | 2.24% | 12 |
|
|
2024
Q2 | $10M | Buy |
91,245
+4,145
| +5% | +$454K | 2.21% | 12 |
|
|
2024
Q1 | $9.88M | Buy |
87,100
+2,649
| +3% | +$301K | 2.56% | 11 |
|
|
2023
Q4 | $8.3M | Buy |
84,451
+1,772
| +2% | +$174K | 2.15% | 12 |
|
|
2023
Q3 | $7.47M | Buy |
82,679
+3,811
| +5% | +$344K | 2.15% | 12 |
|
|
2023
Q2 | $7.37M | Buy |
78,868
+1,947
| +3% | +$182K | 2.15% | 12 |
|
|
2023
Q1 | $6.83M | Buy |
76,921
+3,805
| +5% | +$338K | 2.16% | 12 |
|
|
2022
Q4 | $6.19M | Buy |
+73,116
| New | +$6.19M | 2.17% | 11 |
|