Advisornet Financial’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 | $480K | Buy |
4,573
+1
| +0% | +$105 | 0.03% | 369 |
|
|
2025
Q1 | $451K | Buy |
4,572
+1
| +0% | +$99 | 0.03% | 371 |
|
|
2024
Q4 | $482K | Buy |
4,571
+928
| +25% | +$97.9K | 0.04% | 321 |
|
|
2024
Q3 | $385K | Buy |
3,643
+119
| +3% | +$12.6K | 0.03% | 378 |
|
|
2024
Q2 | $349K | Sell |
3,524
-110
| -3% | -$10.9K | 0.03% | 370 |
|
|
2024
Q1 | $374K | Buy |
3,634
+2,300
| +172% | +$237K | 0.04% | 351 |
|
|
2023
Q4 | $125K | Buy |
1,334
+352
| +36% | +$33.1K | 0.01% | 581 |
|
|
2023
Q3 | $83K | Buy |
982
+601
| +158% | +$50.8K | 0.01% | 660 |
|
|
2023
Q2 | $33.8K | Hold |
381
| – | – | ﹤0.01% | 923 |
|
|
2023
Q1 | $32.3K | Sell |
381
-1
| -0.3% | -$85 | ﹤0.01% | 923 |
|
|
2022
Q4 | $31.2K | Buy |
382
+4
| +1% | +$327 | ﹤0.01% | 919 |
|
|
2022
Q3 | $28K | Sell |
378
-6
| -2% | -$444 | ﹤0.01% | 994 |
|
|
2022
Q2 | $29K | Hold |
384
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q1 | $35K | Buy |
384
+232
| +153% | +$21.1K | ﹤0.01% | 1071 |
|
|
2021
Q4 | $14K | Buy |
152
+42
| +38% | +$3.87K | ﹤0.01% | 1380 |
|
|
2021
Q3 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 1442 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$4K | – | 1850 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1586 |
|
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 1426 |
|