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 |
|