NewEdge 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
Q1 | – | Sell |
-12,025
| Closed | -$1.36M | – | 4043 |
|
2024
Q4 | $1.36M | Buy |
12,025
+37
| +0.3% | +$4.17K | 0.01% | 1009 |
|
2024
Q3 | $1.37M | Buy |
11,988
+36
| +0.3% | +$4.13K | 0.01% | 962 |
|
2024
Q2 | $1.31M | Buy |
+11,952
| New | +$1.31M | 0.01% | 937 |
|
2023
Q1 | – | Sell |
-2,442
| Closed | -$207K | – | 3799 |
|
2022
Q4 | $207K | Buy |
+2,442
| New | +$207K | 0.01% | 1179 |
|