Perigon Wealth Management’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 | $216K | Buy |
+1,907
| New | +$216K | 0.01% | 983 |
|
|
2025
Q1 | – | Sell |
-1,907
| Closed | -$223K | – | 1056 |
|
|
2024
Q4 | $223K | Hold |
1,907
| – | – | 0.01% | 923 |
|
|
2024
Q3 | $219K | Hold |
1,907
| – | – | 0.01% | 904 |
|
|
2024
Q2 | $209K | Sell |
1,907
-25
| -1% | -$2.74K | 0.01% | 801 |
|
|
2024
Q1 | $219K | Buy |
+1,932
| New | +$219K | 0.01% | 783 |
|