WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-58
| Closed | -$5.24K | – | 90 |
|
|
2023
Q3 | $5.24K | Hold |
58
| – | – | ﹤0.01% | 110 |
|
|
2023
Q2 | $5.42K | Hold |
58
| – | – | ﹤0.01% | 105 |
|
|
2023
Q1 | $5.15K | Hold |
58
| – | – | ﹤0.01% | 106 |
|
|
2022
Q4 | $4.91K | Hold |
58
| – | – | ﹤0.01% | 111 |
|
|
2022
Q3 | $5K | Hold |
58
| – | – | ﹤0.01% | 102 |
|
|
2022
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 107 |
|
|
2022
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 114 |
|
|
2021
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 115 |
|
|
2021
Q3 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 100 |
|
|
2021
Q1 | $6K | Sell |
58
-52
| -47% | -$5.38K | ﹤0.01% | 80 |
|
|
2020
Q4 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 77 |
|