Valley Forge Investment Consultants’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Hold |
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|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $529K | Hold |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $512K | Hold |
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|
2023
Q1 | $489K | Hold |
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|
2022
Q4 | $467K | Hold |
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $435K | Hold |
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|
2022
Q1 | $530K | Hold |
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|
2021
Q4 | $582K | Hold |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $554K | Hold |
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|
2021
Q1 | $537K | Hold |
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|
2020
Q4 | $495K | Buy |
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