Atria Investments’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 | $1.14M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $983K | Buy |
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