Accel Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-140
| Closed | -$13K | – | 952 |
|
|
2021
Q4 | $13K | Hold |
140
| – | – | 0.01% | 658 |
|
|
2021
Q3 | $12K | Hold |
140
| – | – | 0.01% | 603 |
|
|
2021
Q2 | $13K | Hold |
140
| – | – | 0.01% | 643 |
|
|
2021
Q1 | $12K | Hold |
140
| – | – | 0.01% | 620 |
|
|
2020
Q4 | $11K | Buy |
+140
| New | +$11K | 0.01% | 599 |
|