AE Wealth Management’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
Q2
$39.4K Buy
2025
Q1
$34.6K Hold
2024
Q4
$37K Buy
2019
Q4
Sell
2019
Q3
$240K Sell
2019
Q2
$284K Buy
2019
Q1
$254K Buy