SOA Wealth Advisors’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 | $38.9K | Hold |
344
| – | – | 0.01% | 406 |
|
|
2025
Q1 | $35.5K | Hold |
344
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $38.8K | Hold |
344
| – | – | 0.01% | 363 |
|
|
2024
Q3 | $39.4K | Sell |
344
-4
| -1% | -$459 | 0.01% | 357 |
|
|
2024
Q2 | $38.1K | Hold |
348
| – | – | 0.01% | 342 |
|
|
2024
Q1 | $39.5K | Buy |
348
+336
| +2,800% | +$38.1K | 0.01% | 336 |
|
|
2023
Q4 | $1.18K | Hold |
12
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $1.08K | Hold |
12
| – | – | ﹤0.01% | 767 |
|
|
2023
Q2 | $1.12K | Hold |
12
| – | – | ﹤0.01% | 778 |
|
|
2023
Q1 | $1.07K | Hold |
12
| – | – | ﹤0.01% | 784 |
|
|
2022
Q4 | $1.02K | Hold |
12
| – | – | ﹤0.01% | 794 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 898 |
|
|
2022
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 913 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 851 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 825 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 823 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 771 |
|
|
2020
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 747 |
|