Rodgers & Associates’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 | $408K | Buy |
3,606
+80
| +2% | +$9.04K | 0.04% | 72 |
|
|
2025
Q1 | $364K | Hold |
3,526
| – | – | 0.04% | 72 |
|
|
2024
Q4 | $397K | Sell |
3,526
-272
| -7% | -$30.7K | 0.05% | 73 |
|
|
2024
Q3 | $435K | Hold |
3,798
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $416K | Buy |
3,798
+1,178
| +45% | +$129K | 0.05% | 71 |
|
|
2024
Q1 | $297K | Sell |
2,620
-50
| -2% | -$5.67K | 0.04% | 75 |
|
|
2023
Q4 | $262K | Sell |
2,670
-623
| -19% | -$61.2K | 0.04% | 78 |
|
|
2023
Q3 | $297K | Buy |
3,293
+533
| +19% | +$48.1K | 0.04% | 71 |
|
|
2023
Q2 | $258K | Buy |
+2,760
| New | +$258K | 0.04% | 74 |
|