Stordahl Capital Management’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 | $16M | Buy |
141,778
+1,852
| +1% | +$209K | 3.56% | 11 |
|
2025
Q1 | $14.4M | Buy |
139,926
+4,344
| +3% | +$448K | 3.42% | 11 |
|
2024
Q4 | $15.3M | Sell |
135,582
-3,878
| -3% | -$437K | 3.61% | 11 |
|
2024
Q3 | $15.9M | Buy |
139,460
+3,894
| +3% | +$444K | 3.78% | 11 |
|
2024
Q2 | $14.8M | Sell |
135,566
-5,662
| -4% | -$620K | 3.72% | 11 |
|
2024
Q1 | $16M | Buy |
141,228
+9,149
| +7% | +$1.04M | 4.01% | 10 |
|
2023
Q4 | $13M | Sell |
132,079
-7,760
| -6% | -$762K | 3.53% | 11 |
|
2023
Q3 | $12.6M | Sell |
139,839
-1,686
| -1% | -$152K | 3.82% | 10 |
|
2023
Q2 | $13.2M | Buy |
141,525
+1,431
| +1% | +$134K | 3.82% | 11 |
|
2023
Q1 | $12.4M | Buy |
140,094
+8,462
| +6% | +$752K | 3.79% | 10 |
|
2022
Q4 | $11.1M | Buy |
131,632
+1,772
| +1% | +$150K | 3.65% | 10 |
|
2022
Q3 | $10.2M | Buy |
129,860
+3,442
| +3% | +$271K | 3.69% | 9 |
|
2022
Q2 | $9.99M | Buy |
126,418
+5,036
| +4% | +$398K | 3.79% | 9 |
|
2022
Q1 | $11.7M | Buy |
121,382
+5,380
| +5% | +$517K | 4.33% | 9 |
|
2021
Q4 | $12.3M | Buy |
116,002
+1,392
| +1% | +$147K | 4.56% | 8 |
|
2021
Q3 | $11.3M | Buy |
114,610
+2,344
| +2% | +$231K | 4.5% | 8 |
|
2021
Q2 | $11.3M | Buy |
112,266
+350
| +0.3% | +$35.1K | 4.57% | 8 |
|
2021
Q1 | $10.9M | Sell |
111,916
-5,692
| -5% | -$553K | 4.59% | 8 |
|
2020
Q4 | $10.5M | Sell |
117,608
-2,100
| -2% | -$188K | 4.77% | 7 |
|
2020
Q3 | $8.92M | Buy |
119,708
+598
| +0.5% | +$44.6K | 4.62% | 7 |
|
2020
Q2 | $8.29M | Sell |
119,110
-8,008
| -6% | -$557K | 4.6% | 7 |
|
2020
Q1 | $6.55M | Buy |
127,118
+3,926
| +3% | +$202K | 4.05% | 8 |
|
2019
Q4 | $9.05M | Sell |
123,192
-2,006
| -2% | -$147K | 3.66% | 11 |
|
2019
Q3 | $8.73M | Sell |
125,198
-158
| -0.1% | -$11K | 3.48% | 11 |
|
2019
Q2 | $8.87M | Buy |
125,356
+5,180
| +4% | +$366K | 3.44% | 10 |
|
2019
Q1 | $8.38M | Buy |
120,176
+5,266
| +5% | +$367K | 3.41% | 10 |
|
2018
Q4 | $6.77M | Sell |
114,910
-970
| -0.8% | -$57.2K | 3.31% | 10 |
|
2018
Q3 | $7.66M | Buy |
115,880
+3,048
| +3% | +$201K | 3.42% | 11 |
|
2018
Q2 | $7.86M | Buy |
112,832
+3,758
| +3% | +$262K | 3.53% | 10 |
|
2018
Q1 | $7.36M | Sell |
109,074
-58
| -0.1% | -$3.92K | 3.5% | 10 |
|
2017
Q4 | $7.26M | Buy |
+109,132
| New | +$7.26M | 3.45% | 10 |
|