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
2026
Q1
$488K Buy
4,268
+1
+0% +$118 0.03% 396
2025
Q4
$477K Sell
4,267
-307
-7% -$34K 0.03% 400
2025
Q3
$505K Buy
4,574
+1
+0% +$109 0.03% 374
2025
Q2
$480K Buy
4,573
+1
+0% +$99 0.03% 369
2025
Q1
$451K Buy
4,572
+1
+0% +$105 0.03% 371
2024
Q4
$482K Buy
4,571
+928
+25% +$101K 0.04% 321
2024
Q3
$385K Buy
3,643
+119
+3% +$12.2K 0.03% 378
2024
Q2
$349K Sell
3,524
-110
-3% -$11K 0.03% 370
2024
Q1
$374K Buy
3,634
+2,300
+172% +$221K 0.04% 351
2023
Q4
$125K Buy
1,334
+352
+36% +$30.3K 0.01% 581
2023
Q3
$83K Buy
982
+601
+158% +$53.3K 0.01% 660
2023
Q2
$33.8K Hold
381
﹤0.01% 923
2023
Q1
$32.3K Sell
381
-1
-0.3% -$86 ﹤0.01% 923
2022
Q4
$31.2K Buy
382
+4
+1% +$327 ﹤0.01% 919
2022
Q3
$28K Sell
378
-6
-2% -$491 ﹤0.01% 1005
2022
Q2
$29K Hold
384
﹤0.01% 1019
2022
Q1
$35K Buy
384
+232
+153% +$20.9K ﹤0.01% 1079
2021
Q4
$14K Buy
152
+42
+38% +$3.96K ﹤0.01% 1390
2021
Q3
$10K Buy
+110
New +$10K ﹤0.01% 1452
2020
Q1
Sell
-60
Closed -$4K 1857
2019
Q4
$4K Hold
60
﹤0.01% 1591
2019
Q3
$4K Hold
60
﹤0.01% 1594
2019
Q2
$4K Buy
+60
New +$3.88K ﹤0.01% 1431

Other funds holding IVOO