Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $203K | Hold |
1,918
| – | – | 0.01% | 889 |
|
|
2021
Q3 | $189K | Buy |
1,918
+1,398
| +269% | +$138K | 0.01% | 862 |
|
|
2021
Q2 | $52K | Hold |
520
| – | – | ﹤0.01% | 1370 |
|
|
2021
Q1 | $51K | Buy |
520
+258
| +98% | +$25.3K | ﹤0.01% | 1271 |
|
|
2020
Q4 | $23K | Hold |
262
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q3 | $20K | Buy |
+262
| New | +$20K | ﹤0.01% | 1404 |
|
|
2020
Q2 | – | Sell |
-220
| Closed | -$12K | – | 1243 |
|
|
2020
Q1 | $12K | Hold |
220
| – | – | ﹤0.01% | 1469 |
|
|
2019
Q4 | $16K | Hold |
220
| – | – | ﹤0.01% | 1605 |
|
|
2019
Q3 | $15K | Hold |
220
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q2 | $15K | Buy |
+220
| New | +$15K | ﹤0.01% | 1561 |
|
|
2019
Q1 | – | Sell |
-220
| Closed | -$13K | – | 1878 |
|
|
2018
Q4 | $13K | Buy |
+220
| New | +$13K | ﹤0.01% | 1257 |
|
|
2017
Q3 | – | Sell |
-7,720
| Closed | -$469K | – | 1858 |
|
|
2017
Q2 | $469K | Buy |
7,720
+7,520
| +3,760% | +$457K | 0.11% | 194 |
|
|
2017
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 1212 |
|
|
2016
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1605 |
|
|
2016
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1611 |
|