LPL Financial’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 | $20.3M | Buy |
179,585
+20,358
| +13% | +$2.3M | 0.01% | 1236 |
|
2025
Q1 | $16.4M | Sell |
159,227
-15,442
| -9% | -$1.59M | 0.01% | 1272 |
|
2024
Q4 | $19.7M | Buy |
174,669
+1,395
| +0.8% | +$157K | 0.01% | 1094 |
|
2024
Q3 | $19.9M | Buy |
173,274
+12,654
| +8% | +$1.45M | 0.01% | 1038 |
|
2024
Q2 | $17.6M | Buy |
160,620
+6,983
| +5% | +$765K | 0.01% | 1025 |
|
2024
Q1 | $17.4M | Buy |
153,637
+26,284
| +21% | +$2.98M | 0.01% | 1002 |
|
2023
Q4 | $12.5M | Buy |
127,353
+12,626
| +11% | +$1.24M | 0.01% | 1113 |
|
2023
Q3 | $10.4M | Buy |
114,727
+14,658
| +15% | +$1.32M | 0.01% | 1141 |
|
2023
Q2 | $9.36M | Sell |
100,069
-248
| -0.2% | -$23.2K | 0.01% | 1175 |
|
2023
Q1 | $8.91M | Buy |
100,317
+7,971
| +9% | +$708K | 0.01% | 1161 |
|
2022
Q4 | $7.82M | Buy |
92,346
+6,582
| +8% | +$557K | 0.01% | 1177 |
|
2022
Q3 | $6.75M | Buy |
85,764
+2,040
| +2% | +$161K | 0.01% | 1171 |
|
2022
Q2 | $6.62M | Buy |
83,724
+13,898
| +20% | +$1.1M | 0.01% | 1209 |
|
2022
Q1 | $6.72M | Buy |
69,826
+15,140
| +28% | +$1.46M | 0.01% | 1259 |
|
2021
Q4 | $5.78M | Sell |
54,686
-8,142
| -13% | -$861K | ﹤0.01% | 1366 |
|
2021
Q3 | $6.19M | Sell |
62,828
-9,588
| -13% | -$944K | 0.01% | 1250 |
|
2021
Q2 | $7.27M | Buy |
72,416
+718
| +1% | +$72.1K | 0.01% | 1089 |
|
2021
Q1 | $6.97M | Buy |
71,698
+16,918
| +31% | +$1.64M | 0.01% | 1024 |
|
2020
Q4 | $4.9M | Buy |
54,780
+15,236
| +39% | +$1.36M | 0.01% | 1132 |
|
2020
Q3 | $2.95M | Buy |
39,544
+5,024
| +15% | +$375K | ﹤0.01% | 1241 |
|
2020
Q2 | $2.4M | Sell |
34,520
-1,722
| -5% | -$120K | ﹤0.01% | 1259 |
|
2020
Q1 | $2M | Buy |
36,242
+5,502
| +18% | +$304K | ﹤0.01% | 1192 |
|
2019
Q4 | $2.26M | Sell |
30,740
-4,292
| -12% | -$315K | ﹤0.01% | 1275 |
|
2019
Q3 | $2.44M | Sell |
35,032
-96,624
| -73% | -$6.74M | 0.01% | 1132 |
|
2019
Q2 | $9.24M | Sell |
131,656
-3,034
| -2% | -$213K | 0.02% | 546 |
|
2019
Q1 | $9.12M | Buy |
134,690
+8,092
| +6% | +$548K | 0.02% | 541 |
|
2018
Q4 | $7.46M | Buy |
126,598
+12,490
| +11% | +$736K | 0.02% | 550 |
|
2018
Q3 | $8.25M | Buy |
114,108
+13,912
| +14% | +$1.01M | 0.02% | 559 |
|
2018
Q2 | $6.98M | Buy |
100,196
+7,314
| +8% | +$509K | 0.02% | 586 |
|
2018
Q1 | $6.27M | Sell |
92,882
-28,074
| -23% | -$1.9M | 0.02% | 608 |
|
2017
Q4 | $8.05M | Sell |
120,956
-2,314
| -2% | -$154K | 0.02% | 475 |
|
2017
Q3 | $7.73M | Buy |
123,270
+592
| +0.5% | +$37.1K | 0.03% | 451 |
|
2017
Q2 | $7.46M | Buy |
122,678
+5,114
| +4% | +$311K | 0.03% | 439 |
|
2017
Q1 | $6.9M | Buy |
117,564
+38,530
| +49% | +$2.26M | 0.05% | 332 |
|
2016
Q4 | $4.45M | Buy |
79,034
+11,424
| +17% | +$643K | 0.03% | 453 |
|
2016
Q3 | $3.62M | Buy |
67,610
+32,272
| +91% | +$1.73M | 0.03% | 500 |
|
2016
Q2 | $1.84M | Sell |
35,338
-4,126
| -10% | -$215K | 0.02% | 805 |
|
2016
Q1 | $1.95M | Sell |
39,464
-6,168
| -14% | -$305K | 0.01% | 1218 |
|
2015
Q4 | $2.22M | Buy |
45,632
+24,220
| +113% | +$1.18M | 0.01% | 1108 |
|
2015
Q3 | $1.07M | Buy |
21,412
+5,230
| +32% | +$261K | 0.01% | 1202 |
|
2015
Q2 | $847K | Buy |
16,182
+1,132
| +8% | +$59.3K | ﹤0.01% | 1491 |
|
2015
Q1 | $788K | Buy |
15,050
+3,304
| +28% | +$173K | ﹤0.01% | 1532 |
|
2014
Q4 | $577K | Sell |
11,746
-1,502
| -11% | -$73.8K | ﹤0.01% | 1683 |
|
2014
Q3 | $611K | Buy |
13,248
+1,814
| +16% | +$83.7K | ﹤0.01% | 1632 |
|
2014
Q2 | $554K | Buy |
11,434
+728
| +7% | +$35.3K | ﹤0.01% | 1730 |
|
2014
Q1 | $504K | Buy |
10,706
+318
| +3% | +$15K | ﹤0.01% | 1739 |
|
2013
Q4 | $479K | Buy |
10,388
+1,554
| +18% | +$71.7K | ﹤0.01% | 1758 |
|
2013
Q3 | $384K | Sell |
8,834
-712
| -7% | -$31K | ﹤0.01% | 1829 |
|
2013
Q2 | $378K | Buy |
+9,546
| New | +$378K | ﹤0.01% | 1749 |
|