Valley Forge Investment Consultants’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
4,405
-346
| -7% | -$30.1K | 0.12% | 57 |
|
|
2025
Q1 | $378K | Hold |
4,751
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $413K | Sell |
4,751
-1,281
| -21% | -$111K | 0.14% | 55 |
|
|
2024
Q3 | $529K | Hold |
6,032
| – | – | 0.18% | 48 |
|
|
2024
Q2 | $507K | Sell |
6,032
-462
| -7% | -$38.8K | 0.19% | 44 |
|
|
2024
Q1 | $567K | Sell |
6,494
-650
| -9% | -$56.7K | 0.22% | 36 |
|
|
2023
Q4 | $541K | Hold |
7,144
| – | – | 0.24% | 39 |
|
|
2023
Q3 | $494K | Hold |
7,144
| – | – | 0.23% | 43 |
|
|
2023
Q2 | $512K | Hold |
7,144
| – | – | 0.25% | 36 |
|
|
2023
Q1 | $489K | Hold |
7,144
| – | – | 0.25% | 36 |
|
|
2022
Q4 | $467K | Hold |
7,144
| – | – | 0.25% | 37 |
|
|
2022
Q3 | $431K | Hold |
7,144
| – | – | 0.24% | 43 |
|
|
2022
Q2 | $435K | Hold |
7,144
| – | – | 0.22% | 44 |
|
|
2022
Q1 | $530K | Hold |
7,144
| – | – | 0.22% | 46 |
|
|
2021
Q4 | $582K | Hold |
7,144
| – | – | 0.26% | 42 |
|
|
2021
Q3 | $540K | Hold |
7,144
| – | – | 0.29% | 42 |
|
|
2021
Q2 | $554K | Hold |
7,144
| – | – | 0.3% | 41 |
|
|
2021
Q1 | $537K | Hold |
7,144
| – | – | 0.37% | 39 |
|
|
2020
Q4 | $495K | Buy |
+7,144
| New | +$495K | 0.43% | 40 |
|