Alliance Wealth Advisors (Pennsylvania)’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 | $207K | Buy |
+1,968
| New | +$207K | 0.11% | 138 |
|
|
2025
Q1 | – | Sell |
-1,968
| Closed | -$208K | – | 144 |
|
|
2024
Q4 | $208K | Hold |
1,968
| – | – | 0.12% | 136 |
|
|
2024
Q3 | $208K | Buy |
+1,968
| New | +$208K | 0.12% | 131 |
|
|
2024
Q2 | – | Sell |
-1,968
| Closed | -$203K | – | 137 |
|
|
2024
Q1 | $203K | Buy |
+1,968
| New | +$203K | 0.13% | 126 |
|