Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.48M | Sell |
26,571
-2,764
| -9% | -$258K | 0.75% | 18 |
|
|
2023
Q1 | $2.61M | Sell |
29,335
-93
| -0.3% | -$8.26K | 0.87% | 18 |
|
|
2022
Q4 | $2.49M | Buy |
29,428
+36
| +0.1% | +$3.05K | 0.92% | 17 |
|
|
2022
Q3 | $2.31M | Sell |
29,392
-500
| -2% | -$39.3K | 1.09% | 16 |
|
|
2022
Q2 | $2.36M | Sell |
29,892
-490
| -2% | -$38.7K | 1.19% | 16 |
|
|
2022
Q1 | $2.92M | Hold |
30,382
| – | – | 1.5% | 12 |
|
|
2021
Q4 | $3.21M | Buy |
30,382
+30
| +0.1% | +$3.17K | 1.85% | 13 |
|
|
2021
Q3 | $2.99M | Sell |
30,352
-876
| -3% | -$86.2K | 2.45% | 12 |
|
|
2021
Q2 | $3.13M | Sell |
31,228
-690
| -2% | -$69.2K | 2.67% | 12 |
|
|
2021
Q1 | $3.1M | Sell |
31,918
-256
| -0.8% | -$24.9K | 3.54% | 9 |
|
|
2020
Q4 | $2.88M | Sell |
32,174
-33,238
| -51% | -$2.97M | 3.14% | 13 |
|
|
2020
Q3 | $4.87M | Buy |
65,412
+32,706
| +100% | +$2.43M | 2.12% | 18 |
|
|
2020
Q2 | $2.28M | Sell |
32,706
-1,664
| -5% | -$116K | 1.6% | 28 |
|
|
2020
Q1 | $1.9M | Sell |
34,370
-11,496
| -25% | -$634K | 1.17% | 31 |
|
|
2019
Q4 | $3.37M | Buy |
45,866
+624
| +1% | +$45.8K | 0.99% | 30 |
|
|
2019
Q3 | $3.16M | Sell |
45,242
-1,086
| -2% | -$75.7K | 0.98% | 29 |
|
|
2019
Q2 | $3.25M | Sell |
46,328
-1,136
| -2% | -$79.7K | 0.99% | 30 |
|
|
2019
Q1 | $3.22M | Sell |
47,464
-1,472
| -3% | -$99.8K | 1% | 30 |
|
|
2018
Q4 | $2.88M | Sell |
48,936
-572
| -1% | -$33.7K | 0.98% | 30 |
|
|
2018
Q3 | $3.58M | Sell |
49,508
-3,842
| -7% | -$278K | 1.07% | 30 |
|
|
2018
Q2 | $3.71M | Sell |
53,350
-19,900
| -27% | -$1.39M | 1.15% | 29 |
|
|
2018
Q1 | $4.95M | Sell |
73,250
-45,018
| -38% | -$3.04M | 1.56% | 26 |
|
|
2017
Q4 | $7.87M | Buy |
+118,268
| New | +$7.87M | 2.56% | 18 |
|