Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,760
| Closed | -$201K | – | 130 |
|
|
2024
Q3 | $201K | Buy |
+1,760
| New | +$201K | 0.02% | 126 |
|
|
2022
Q2 | – | Sell |
-3,212
| Closed | -$339K | – | 132 |
|
|
2022
Q1 | $339K | Hold |
3,212
| – | – | 0.05% | 99 |
|
|
2021
Q4 | $339K | Hold |
3,212
| – | – | 0.05% | 99 |
|
|
2021
Q3 | $316K | Hold |
3,212
| – | – | 0.05% | 102 |
|
|
2021
Q2 | $322K | Hold |
3,212
| – | – | 0.06% | 102 |
|
|
2021
Q1 | $312K | Hold |
3,212
| – | – | 0.06% | 105 |
|
|
2020
Q4 | $287K | Hold |
3,212
| – | – | 0.06% | 101 |
|
|
2020
Q3 | $239K | Buy |
+3,212
| New | +$239K | 0.06% | 96 |
|