Allworth 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 | $16.6M | Sell |
157,741
-4,574
| -3% | -$480K | 0.08% | 144 |
|
|
2025
Q1 | $15.6M | Sell |
162,315
-3,834
| -2% | -$369K | 0.09% | 132 |
|
|
2024
Q4 | $18.4M | Buy |
166,149
+164,539
| +10,220% | +$18.3M | 0.1% | 111 |
|
|
2024
Q3 | $170K | Hold |
1,610
| – | – | ﹤0.01% | 870 |
|
|
2024
Q2 | $164K | Hold |
1,610
| – | – | ﹤0.01% | 882 |
|
|
2024
Q1 | $166K | Buy |
1,610
+1,594
| +9,963% | +$164K | ﹤0.01% | 842 |
|
|
2023
Q4 | $1.5K | Buy |
+16
| New | +$1.5K | ﹤0.01% | 2799 |
|