Moneta Group Investment Advisors’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 | $14.6M | Buy |
128,829
+79,231
| +160% | +$8.96M | 0.17% | 74 |
|
|
2025
Q1 | $5.12M | Buy |
49,598
+4,954
| +11% | +$511K | 0.07% | 130 |
|
|
2024
Q4 | $5.03M | Buy |
44,644
+32,049
| +254% | +$3.61M | 0.07% | 128 |
|
|
2024
Q3 | $1.44M | Buy |
12,595
+5,691
| +82% | +$652K | 0.02% | 242 |
|
|
2024
Q2 | $756K | Buy |
6,904
+181
| +3% | +$19.8K | 0.01% | 312 |
|
|
2024
Q1 | $763K | Hold |
6,723
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $660K | Buy |
6,723
+3,806
| +130% | +$374K | 0.01% | 293 |
|
|
2023
Q3 | $263K | Buy |
+2,917
| New | +$263K | 0.01% | 432 |
|