Trellis 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
|
|||||
2023
Q3 | $1.54M | Sell |
|
|||||
2023
Q2 | $1.61M | Sell |
|
|||||
2023
Q1 | $1.53M | Sell |
|
|||||
2022
Q4 | $1.48M | Sell |
|
|||||
2022
Q3 | $1.45M | Sell |
|
|||||
2022
Q2 | $1.46M | Sell |
|
|||||
2022
Q1 | $1.79M | Sell |
|
|||||
2021
Q4 | $1.98M | Sell |
|
|||||
2021
Q3 | $1.85M | Hold |
|
|||||
2021
Q2 | $1.88M | Sell |
|
|||||
2021
Q1 | $1.86M | Sell |
|
|||||
2020
Q4 | $1.78M | Sell |
|
|||||
2020
Q3 | $1.56M | Sell |
|
|||||
2020
Q2 | $1.48M | Sell |
|
|||||
2020
Q1 | $1.18M | Sell |
|
|||||
2019
Q4 | $1.59M | Sell |
|
|||||
2019
Q3 | $1.62M | Sell |
|
|||||
2019
Q2 | $1.65M | Sell |
|
|||||
2019
Q1 | $1.61M | Sell |
|
|||||
2018
Q4 | $1.43M | Sell |
|
|||||
2018
Q3 | $1.77M | Hold |
|
|||||
2018
Q2 | $1.7M | Sell |
|
|||||
2018
Q1 | $1.68M | Sell |
|
|||||
2017
Q4 | $1.69M | Buy |
|