Atticus Wealth Management’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 | $42.6K | Buy |
+405
| New | +$42.6K | 0.01% | 331 |
|
|
2023
Q4 | – | Sell |
-18
| Closed | -$1.52K | – | 584 |
|
|
2023
Q3 | $1.52K | Hold |
18
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $1.59K | Hold |
18
| – | – | ﹤0.01% | 512 |
|
|
2023
Q1 | $1.53K | Hold |
18
| – | – | ﹤0.01% | 485 |
|
|
2022
Q4 | $1.47K | Hold |
18
| – | – | ﹤0.01% | 477 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 542 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 526 |
|