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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.6M Buy
2025
Q1
$5.12M Buy
2024
Q4
$5.03M Buy
2024
Q3
$1.44M Buy
2024
Q2
$756K Buy
2024
Q1
$763K Hold
2023
Q4
$660K Buy
2023
Q3
$263K Buy