Sunburst Financial Group’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 | $241K | Buy |
+2,129
| New | +$241K | 0.05% | 106 |
|
|
2025
Q1 | – | Sell |
-2,223
| Closed | -$250K | – | 113 |
|
|
2024
Q4 | $250K | Sell |
2,223
-1,060
| -32% | -$119K | 0.06% | 95 |
|
|
2024
Q3 | $376K | Buy |
3,283
+198
| +6% | +$22.7K | 0.1% | 83 |
|
|
2024
Q2 | $338K | Hold |
3,085
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $348K | Sell |
3,085
-23
| -0.7% | -$2.6K | 0.1% | 84 |
|
|
2023
Q4 | $305K | Buy |
+3,108
| New | +$305K | 0.09% | 77 |
|
|
2020
Q1 | – | Sell |
-3,392
| Closed | -$249K | – | 60 |
|
|
2019
Q4 | $249K | Buy |
+3,392
| New | +$249K | 0.22% | 55 |
|