Atria Wealth Solutions’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 | $214K | Sell |
2,038
-40
| -2% | -$4.2K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $205K | Sell |
2,078
-193
| -8% | -$19K | ﹤0.01% | 1695 |
|
|
2024
Q4 | $240K | Sell |
2,271
-42,930
| -95% | -$4.53M | ﹤0.01% | 1671 |
|
|
2024
Q3 | $4.79M | Buy |
45,201
+42,640
| +1,665% | +$4.52M | 0.05% | 361 |
|
|
2024
Q2 | $255K | Sell |
2,561
-5,864
| -70% | -$583K | ﹤0.01% | 1590 |
|
|
2024
Q1 | $868K | Sell |
8,425
-166
| -2% | -$17.1K | 0.01% | 969 |
|
|
2023
Q4 | $807K | Buy |
8,591
+640
| +8% | +$60.1K | 0.01% | 955 |
|
|
2023
Q3 | $674K | Sell |
7,951
-18
| -0.2% | -$1.53K | 0.01% | 993 |
|
|
2023
Q2 | $708K | Buy |
7,969
+110
| +1% | +$9.77K | 0.01% | 997 |
|
|
2023
Q1 | $665K | Buy |
7,859
+1,247
| +19% | +$106K | 0.01% | 983 |
|
|
2022
Q4 | $541K | Sell |
6,612
-50
| -0.8% | -$4.09K | 0.01% | 1034 |
|
|
2022
Q3 | $498K | Hold |
6,662
| – | – | 0.01% | 1015 |
|
|
2022
Q2 | $510K | Sell |
6,662
-5,750
| -46% | -$440K | 0.01% | 940 |
|
|
2022
Q1 | $1.13M | Buy |
+12,412
| New | +$1.13M | 0.02% | 681 |
|