Realta Investment 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
Q2 | – | Sell |
-500
| Closed | -$51.6K | – | 318 |
|
|
2025
Q1 | $51.6K | Sell |
500
-200
| -29% | -$20.6K | 0.02% | 227 |
|
|
2024
Q4 | $80.2K | Buy |
700
+500
| +250% | +$57.3K | 0.03% | 228 |
|
|
2024
Q3 | $23.4K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $21.9K | Hold |
200
| – | – | ﹤0.01% | 611 |
|
|
2024
Q1 | $22.7K | Buy |
+200
| New | +$22.7K | ﹤0.01% | 624 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$18.7K | – | 610 |
|
|
2023
Q3 | $18.7K | Hold |
200
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $18.7K | Buy |
+200
| New | +$18.7K | ﹤0.01% | 657 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$16.9K | – | 618 |
|
|
2022
Q4 | $16.9K | Hold |
200
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 645 |
|
|
2020
Q1 | – | Sell |
-756
| Closed | -$55K | – | 855 |
|
|
2019
Q4 | $55K | Hold |
756
| – | – | 0.02% | 640 |
|
|
2019
Q3 | $53K | Hold |
756
| – | – | 0.01% | 657 |
|
|
2019
Q2 | $53K | Hold |
756
| – | – | 0.01% | 657 |
|
|
2019
Q1 | $51K | Buy |
+756
| New | +$51K | 0.02% | 541 |
|