Weinberger Asset Management’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 | $244K | Hold |
2,161
| – | – | 0.09% | 80 |
|
|
2025
Q1 | $223K | Hold |
2,161
| – | – | 0.1% | 77 |
|
|
2024
Q4 | $243K | Buy |
2,161
+17
| +0.8% | +$1.92K | 0.1% | 76 |
|
|
2024
Q3 | $246K | Hold |
2,144
| – | – | 0.1% | 77 |
|
|
2024
Q2 | $235K | Hold |
2,144
| – | – | 0.11% | 80 |
|
|
2024
Q1 | $243K | Hold |
2,144
| – | – | 0.12% | 75 |
|
|
2023
Q4 | $211K | Buy |
+2,144
| New | +$211K | 0.11% | 79 |
|