Osaic Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Buy |
11,766
+3,594
| +44% | +$458K | ﹤0.01% | 2343 |
|
|
2025
Q4 | $983K | Buy |
8,172
+810
| +11% | +$97.2K | ﹤0.01% | 2714 |
|
|
2025
Q3 | $873K | Sell |
7,362
-1,299
| -15% | -$152K | ﹤0.01% | 2922 |
|
|
2025
Q2 | $978K | Sell |
8,661
-258
| -3% | -$27.4K | ﹤0.01% | 2525 |
|
|
2025
Q1 | $921K | Sell |
8,919
-735
| -8% | -$82.1K | ﹤0.01% | 2322 |
|
|
2024
Q4 | $1.09M | Sell |
9,654
-371
| -4% | -$43.6K | ﹤0.01% | 2131 |
|
|
2024
Q3 | $1.15M | Sell |
10,025
-925
| -8% | -$103K | ﹤0.01% | 2137 |
|
|
2024
Q2 | $1.2M | Sell |
10,950
-2,360
| -18% | -$259K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $1.51M | Sell |
13,310
-298
| -2% | -$30.8K | ﹤0.01% | 1922 |
|
|
2023
Q4 | $1.34M | Sell |
13,608
-706
| -5% | -$64.7K | ﹤0.01% | 2219 |
|
|
2023
Q3 | $1.29M | Buy |
14,314
+3,181
| +29% | +$299K | ﹤0.01% | 2384 |
|
|
2023
Q2 | $1.04M | Buy |
11,133
+198
| +2% | +$17.6K | ﹤0.01% | 2483 |
|
|
2023
Q1 | $972K | Buy |
10,935
+2,025
| +23% | +$179K | ﹤0.01% | 2502 |
|
|
2022
Q4 | $754K | Sell |
8,910
-1,818
| -17% | -$156K | ﹤0.01% | 2644 |
|
|
2022
Q3 | $843K | Sell |
10,728
-840
| -7% | -$72.1K | ﹤0.01% | 2386 |
|
|
2022
Q2 | $915K | Sell |
11,568
-808
| -7% | -$70.4K | ﹤0.01% | 2366 |
|
|
2022
Q1 | $1.19M | Buy |
12,376
+420
| +4% | +$40.2K | ﹤0.01% | 2409 |
|
|
2021
Q4 | $1.26M | Sell |
11,956
-572
| -5% | -$59.6K | ﹤0.01% | 2174 |
|
|
2021
Q3 | $1.23M | Sell |
12,528
-7,218
| -37% | -$727K | ﹤0.01% | 2147 |
|
|
2021
Q2 | $1.98M | Buy |
19,746
+7,580
| +62% | +$754K | ﹤0.01% | 1732 |
|
|
2021
Q1 | $1.18M | Buy |
12,166
+2,424
| +25% | +$231K | ﹤0.01% | 2076 |
|
|
2020
Q4 | $871K | Sell |
9,742
-702
| -7% | -$58.2K | ﹤0.01% | 2165 |
|
|
2020
Q3 | $777K | Sell |
10,444
-7,270
| -41% | -$537K | ﹤0.01% | 2041 |
|
|
2020
Q2 | $1.23M | Sell |
17,714
-1,640
| -8% | -$106K | ﹤0.01% | 1594 |
|
|
2020
Q1 | $1.07M | Buy |
+19,354
| New | +$1.32M | ﹤0.01% | 1498 |
|
Other funds holding IVOG
VIA
MGIA
SCM
GFP
