Morton Brown Family Wealth’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 | $219K | Buy |
1,936
+186
| +11% | +$21K | 0.07% | 57 |
|
|
2025
Q1 | $181K | Hold |
1,750
| – | – | 0.06% | 59 |
|
|
2024
Q4 | $197K | Hold |
1,750
| – | – | 0.07% | 60 |
|
|
2024
Q3 | $201K | Hold |
1,750
| – | – | 0.07% | 54 |
|
|
2024
Q2 | $197K | Hold |
1,750
| – | – | 0.08% | 57 |
|
|
2024
Q1 | $199K | Hold |
1,750
| – | – | 0.08% | 51 |
|
|
2023
Q4 | $172K | Hold |
1,750
| – | – | 0.08% | 57 |
|
|
2023
Q3 | $158K | Buy |
+1,750
| New | +$158K | 0.08% | 47 |
|