Anson Capital’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
$637K Buy
6,072
+226
+4% +$23.7K 0.51% 40
2025
Q1
$577K Sell
5,846
-5,361
-48% -$529K 0.5% 42
2024
Q4
$1.18M Buy
11,207
+367
+3% +$38.7K 1.03% 25
2024
Q3
$1.15M Sell
10,840
-912
-8% -$96.3K 1.02% 26
2024
Q2
$1.16M Sell
11,752
-41
-0.3% -$4.06K 1.15% 23
2024
Q1
$1.21M Sell
11,793
-253
-2% -$26.1K 1.75% 19
2023
Q4
$1.13M Buy
12,046
+1,331
+12% +$125K 1.87% 16
2023
Q3
$906K Buy
10,715
+43
+0.4% +$3.64K 1.72% 17
2023
Q2
$945K Sell
10,672
-707
-6% -$62.6K 1.75% 15
2023
Q1
$964K Sell
11,379
-1,041
-8% -$88.2K 1.56% 20
2022
Q4
$1.02M Buy
12,420
+238
+2% +$19.5K 1.34% 22
2022
Q3
$905K Sell
12,182
-16
-0.1% -$1.19K 1.22% 24
2022
Q2
$934K Buy
12,198
+58
+0.5% +$4.44K 0.99% 25
2022
Q1
$1.1M Sell
12,140
-2,532
-17% -$230K 1.04% 26
2021
Q4
$1.31M Buy
+14,672
New +$1.31M 1.29% 22