49 Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
2,183
+8
| +0.4% | +$840 | 0.02% | 159 |
|
|
2025
Q1 | $215K | Buy |
2,175
+7
| +0.3% | +$691 | 0.03% | 169 |
|
|
2024
Q4 | $229K | Hold |
2,168
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $229K | Hold |
2,168
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $213K | Hold |
2,168
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $222K | Hold |
2,168
| – | – | 0.05% | 109 |
|
|
2023
Q4 | $204K | Buy |
+2,168
| New | +$204K | 0.05% | 113 |
|