Advisory Services Network’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,388
| Closed | -$130K | – | 2575 |
|
2023
Q4 | $130K | Buy |
+1,388
| New | +$130K | ﹤0.01% | 1484 |
|
2023
Q2 | – | Sell |
-1,259
| Closed | -$107K | – | 2553 |
|
2023
Q1 | $107K | Buy |
1,259
+1
| +0.1% | +$85 | ﹤0.01% | 1615 |
|
2022
Q4 | $103K | Buy |
+1,258
| New | +$103K | ﹤0.01% | 1602 |
|
2016
Q1 | – | Sell |
-432
| Closed | -$20K | – | 1734 |
|
2015
Q4 | $20K | Buy |
+432
| New | +$20K | 0.01% | 791 |
|