AE Wealth Management’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 | $39.4K | Buy |
376
+26
| +7% | +$2.73K | ﹤0.01% | 1646 |
|
|
2025
Q1 | $34.6K | Hold |
350
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q4 | $37K | Buy |
+350
| New | +$37K | ﹤0.01% | 1610 |
|
|
2019
Q4 | – | Sell |
-3,674
| Closed | -$240K | – | 1147 |
|
|
2019
Q3 | $240K | Sell |
3,674
-654
| -15% | -$42.7K | 0.01% | 865 |
|
|
2019
Q2 | $284K | Buy |
4,328
+358
| +9% | +$23.5K | 0.01% | 769 |
|
|
2019
Q1 | $254K | Buy |
+3,970
| New | +$254K | 0.02% | 518 |
|