Atria Wealth Solutions’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 | $214K | Sell |
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|
2025
Q1 | $205K | Sell |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $4.79M | Buy |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $868K | Sell |
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|
2023
Q4 | $807K | Buy |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $665K | Buy |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $498K | Hold |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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