Atria Investments’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 | $1.14M | Sell |
10,849
-67
| -0.6% | -$7.03K | 0.01% | 964 |
|
|
2025
Q1 | $1.08M | Buy |
10,916
+177
| +2% | +$17.5K | 0.01% | 969 |
|
|
2024
Q4 | $1.13M | Buy |
10,739
+26
| +0.2% | +$2.74K | 0.01% | 910 |
|
|
2024
Q3 | $1.13M | Buy |
10,713
+14
| +0.1% | +$1.48K | 0.01% | 905 |
|
|
2024
Q2 | $1.06M | Sell |
10,699
-3,264
| -23% | -$323K | 0.01% | 901 |
|
|
2024
Q1 | $1.44M | Sell |
13,963
-116
| -0.8% | -$11.9K | 0.02% | 787 |
|
|
2023
Q4 | $1.32M | Buy |
14,079
+40
| +0.3% | +$3.76K | 0.02% | 773 |
|
|
2023
Q3 | $1.19M | Sell |
14,039
-194
| -1% | -$16.4K | 0.02% | 773 |
|
|
2023
Q2 | $1.26M | Sell |
14,233
-158
| -1% | -$14K | 0.02% | 746 |
|
|
2023
Q1 | $1.22M | Buy |
14,391
+185
| +1% | +$15.7K | 0.02% | 731 |
|
|
2022
Q4 | $1.16M | Sell |
14,206
-456
| -3% | -$37.3K | 0.02% | 705 |
|
|
2022
Q3 | $1.09M | Buy |
14,662
+10
| +0.1% | +$743 | 0.02% | 694 |
|
|
2022
Q2 | $1.12M | Sell |
14,652
-3,942
| -21% | -$302K | 0.02% | 705 |
|
|
2022
Q1 | $1.69M | Buy |
18,594
+3,854
| +26% | +$350K | 0.03% | 629 |
|
|
2021
Q4 | $1.41M | Sell |
14,740
-478
| -3% | -$45.8K | 0.03% | 697 |
|
|
2021
Q3 | $1.36M | Buy |
15,218
+252
| +2% | +$22.4K | 0.02% | 680 |
|
|
2021
Q2 | $1.36M | Sell |
14,966
-372
| -2% | -$33.9K | 0.03% | 652 |
|
|
2021
Q1 | $1.35M | Sell |
15,338
-1,630
| -10% | -$144K | 0.03% | 595 |
|
|
2020
Q4 | $1.32M | Sell |
16,968
-70
| -0.4% | -$5.45K | 0.03% | 568 |
|
|
2020
Q3 | $1.07M | Buy |
17,038
+152
| +0.9% | +$9.54K | 0.03% | 546 |
|
|
2020
Q2 | $1.02M | Buy |
+16,886
| New | +$1.02M | 0.03% | 508 |
|
|
2020
Q1 | – | Sell |
-15,966
| Closed | -$1.11M | – | 871 |
|
|
2019
Q4 | $1.11M | Sell |
15,966
-2,178
| -12% | -$151K | 0.03% | 489 |
|
|
2019
Q3 | $1.18M | Buy |
18,144
+218
| +1% | +$14.2K | 0.04% | 369 |
|
|
2019
Q2 | $1.12M | Buy |
17,926
+252
| +1% | +$15.8K | 0.04% | 382 |
|
|
2019
Q1 | $1.13M | Buy |
17,674
+106
| +0.6% | +$6.78K | 0.05% | 325 |
|
|
2018
Q4 | $983K | Buy |
+17,568
| New | +$983K | 0.04% | 309 |
|