Merit Financial 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
2025
Q2
$615K Sell
5,439
-377
-6% -$42.6K 0.01% 1004
2025
Q1
$600K Sell
5,816
-380
-6% -$39.2K 0.01% 852
2024
Q4
$698K Sell
6,196
-286
-4% -$32.2K 0.01% 608
2024
Q3
$743K Sell
6,482
-437
-6% -$50.1K 0.02% 475
2024
Q2
$758K Buy
6,919
+52
+0.8% +$5.7K 0.02% 483
2024
Q1
$749K Sell
6,867
-178
-3% -$19.4K 0.02% 474
2023
Q4
$692K Hold
7,045
0.02% 404
2023
Q3
$636K Sell
7,045
-22
-0.3% -$1.99K 0.02% 401
2023
Q2
$661K Sell
7,067
-33
-0.5% -$3.09K 0.02% 406
2023
Q1
$631K Sell
7,100
-296
-4% -$26.3K 0.02% 353
2022
Q4
$626K Sell
7,396
-828
-10% -$70.1K 0.02% 378
2022
Q3
$647K Sell
8,224
-6,410
-44% -$504K 0.03% 313
2022
Q2
$1.16M Buy
14,634
+8,410
+135% +$665K 0.04% 233
2022
Q1
$599K Buy
+6,224
New +$599K 0.04% 214