Stephen J. Garry & 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 | $4.15M | Sell |
36,751
-157
| -0.4% | -$17.7K | 3.59% | 10 |
|
|
2025
Q1 | $3.81M | Buy |
36,908
+1,881
| +5% | +$194K | 3.56% | 10 |
|
|
2024
Q4 | $3.95M | Buy |
35,027
+466
| +1% | +$52.5K | 3.64% | 10 |
|
|
2024
Q3 | $3.96M | Sell |
34,561
-591
| -2% | -$67.7K | 3.77% | 11 |
|
|
2024
Q2 | $3.85M | Sell |
35,152
-360
| -1% | -$39.4K | 3.9% | 11 |
|
|
2024
Q1 | $4.03M | Sell |
35,512
-150
| -0.4% | -$17K | 4.17% | 10 |
|
|
2023
Q4 | $3.5M | Buy |
+35,662
| New | +$3.5M | 3.88% | 12 |
|