SWM
Sagace Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,995
| Closed | -$825K | – | 65 |
|
|
2025
Q1 | $825K | Buy |
7,995
+360
| +5% | +$37.1K | 0.62% | 40 |
|
|
2024
Q4 | $860K | Sell |
7,635
-6,848
| -47% | -$772K | 0.64% | 40 |
|
|
2024
Q3 | $1.69M | Buy |
14,483
+2,911
| +25% | +$340K | 1.31% | 26 |
|
|
2024
Q2 | $1.31M | Buy |
+11,572
| New | +$1.31M | 1.28% | 26 |
|