Advisornet Financial’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 | $505K | Buy |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $125K | Buy |
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|
2023
Q3 | $83K | Buy |
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|
2023
Q2 | $33.8K | Hold |
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|
2023
Q1 | $32.3K | Sell |
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|
2022
Q4 | $31.2K | Buy |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $10K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Buy |
|