Meridian 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 | $503K | Buy |
4,450
+7
| +0.2% | +$791 | 0.02% | 443 |
|
|
2025
Q1 | $458K | Buy |
4,443
+1
| +0% | +$103 | 0.02% | 429 |
|
|
2024
Q4 | $501K | Sell |
4,442
-1,121
| -20% | -$126K | 0.02% | 405 |
|
|
2024
Q3 | $638K | Buy |
+5,563
| New | +$638K | 0.03% | 368 |
|
|
2024
Q1 | – | Sell |
-5,731
| Closed | -$563K | – | 351 |
|
|
2023
Q4 | $563K | Buy |
5,731
+63
| +1% | +$6.19K | 0.04% | 361 |
|
|
2023
Q3 | $512K | Sell |
5,668
-58
| -1% | -$5.24K | 0.03% | 364 |
|
|
2023
Q2 | $535K | Sell |
5,726
-5
| -0.1% | -$468 | 0.05% | 311 |
|
|
2023
Q1 | $509K | Buy |
5,731
+81
| +1% | +$7.2K | 0.04% | 315 |
|
|
2022
Q4 | $478K | Buy |
5,650
+58
| +1% | +$4.91K | 0.05% | 314 |
|
|
2022
Q3 | $440K | Hold |
5,592
| – | – | 0.05% | 297 |
|
|
2022
Q2 | $442K | Buy |
5,592
+76
| +1% | +$6.01K | 0.04% | 375 |
|
|
2022
Q1 | $531K | Hold |
5,516
| – | – | 0.06% | 232 |
|
|
2021
Q4 | $583K | Buy |
5,516
+144
| +3% | +$15.2K | 0.06% | 223 |
|
|
2021
Q3 | $529K | Buy |
5,372
+40
| +0.8% | +$3.94K | 0.07% | 213 |
|
|
2021
Q2 | $535K | Buy |
5,332
+734
| +16% | +$73.6K | 0.07% | 215 |
|
|
2021
Q1 | $447K | Buy |
4,598
+146
| +3% | +$14.2K | 0.07% | 226 |
|
|
2020
Q4 | $398K | Buy |
4,452
+340
| +8% | +$30.4K | 0.06% | 222 |
|
|
2020
Q3 | $306K | Buy |
4,112
+112
| +3% | +$8.34K | 0.08% | 184 |
|
|
2020
Q2 | $278K | Buy |
+4,000
| New | +$278K | 0.09% | 170 |
|
|
2020
Q1 | – | Sell |
-3,274
| Closed | -$240K | – | 227 |
|
|
2019
Q4 | $240K | Buy |
3,274
+42
| +1% | +$3.08K | 0.12% | 174 |
|
|
2019
Q3 | $225K | Hold |
3,232
| – | – | 0.11% | 180 |
|
|
2019
Q2 | $2.27K | Buy |
3,232
+8
| +0.2% | +$6 | 0.09% | 184 |
|
|
2019
Q1 | $218K | Buy |
+3,224
| New | +$218K | 0.1% | 175 |
|
|
2018
Q3 | – | Sell |
-3,222
| Closed | -$224K | – | 179 |
|
|
2018
Q2 | $224K | Buy |
3,222
+6
| +0.2% | +$417 | 0.11% | 166 |
|
|
2018
Q1 | $217K | Buy |
3,216
+216
| +7% | +$14.6K | 0.11% | 164 |
|
|
2017
Q4 | $201K | Buy |
+3,000
| New | +$201K | 0.12% | 166 |
|