AssetMark Inc’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6K | Buy |
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|
2025
Q1 | $12.7K | Sell |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $13.3K | Buy |
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|
2024
Q2 | $5.35K | Sell |
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|
2024
Q1 | $5.67K | Sell |
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|
2023
Q4 | $21.6K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.45K | Buy |
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|
2023
Q1 | $1.02K | Sell |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $177K | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $41K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $11K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.12M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $25K | Buy |
|