SOA Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.1K | Hold |
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|
2025
Q2 | $38.9K | Hold |
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2025
Q1 | $35.5K | Hold |
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|
2024
Q4 | $38.8K | Hold |
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|
2024
Q3 | $39.4K | Sell |
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|
2024
Q2 | $38.1K | Hold |
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|
2024
Q1 | $39.5K | Buy |
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|
2023
Q4 | $1.18K | Hold |
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|
2023
Q3 | $1.08K | Hold |
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|
2023
Q2 | $1.12K | Hold |
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|
2023
Q1 | $1.07K | Hold |
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|
2022
Q4 | $1.02K | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Buy |
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