Asset Planning Corporation’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 | $8.06M | Buy |
76,785
+16,495
| +27% | +$1.73M | 4.29% | 9 |
|
|
2025
Q1 | $5.95M | Buy |
60,290
+1,828
| +3% | +$180K | 3.51% | 10 |
|
|
2024
Q4 | $6.17M | Buy |
58,462
+5,274
| +10% | +$556K | 3.86% | 10 |
|
|
2024
Q3 | $5.62M | Buy |
53,188
+1,165
| +2% | +$123K | 3.67% | 12 |
|
|
2024
Q2 | $5.16M | Buy |
52,023
+3,663
| +8% | +$363K | 3.86% | 11 |
|
|
2024
Q1 | $4.98M | Buy |
+48,360
| New | +$4.98M | 3.64% | 12 |
|