Mosaic Family Wealth Partners’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 | $251K | Hold |
2,220
| – | – | 0.03% | 194 |
|
|
2025
Q1 | $229K | Hold |
2,220
| – | – | 0.03% | 195 |
|
|
2024
Q4 | $250K | Buy |
2,220
+13
| +0.6% | +$1.47K | 0.04% | 182 |
|
|
2024
Q3 | $253K | Hold |
2,207
| – | – | 0.04% | 177 |
|
|
2024
Q2 | $242K | Hold |
2,207
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $250K | Hold |
2,207
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $217K | Buy |
+2,207
| New | +$217K | 0.04% | 182 |
|