1900 Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$492K Hold
2025
Q2
$468K Buy
2025
Q1
$425K Hold
2024
Q4
$454K Hold
2024
Q3
$455K Hold
2024
Q2
$427K Sell
2024
Q1
$487K Buy
2023
Q4
$381K Hold
2023
Q3
$342K Buy
2023
Q2
$231K Buy