Ameritas Advisory Services’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 | $328K | Sell |
3,122
-2,766
| -47% | -$290K | 0.02% | 609 |
|
|
2025
Q1 | $583K | Buy |
5,888
+1,007
| +21% | +$99.7K | 0.02% | 533 |
|
|
2024
Q4 | $515K | Buy |
4,881
+854
| +21% | +$90.1K | 0.02% | 586 |
|
|
2024
Q3 | $425K | Buy |
4,027
+1,469
| +57% | +$155K | 0.02% | 583 |
|
|
2024
Q2 | $254K | Buy |
+2,558
| New | +$254K | 0.01% | 786 |
|
|
2023
Q2 | – | Sell |
-488
| Closed | -$41.2K | – | 1561 |
|
|
2023
Q1 | $41.2K | Buy |
+488
| New | +$41.2K | ﹤0.01% | 1339 |
|