Avantax Advisory Services’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 | $935K | Buy |
8,909
+27
| +0.3% | +$2.84K | 0.01% | 1212 |
|
|
2025
Q1 | $877K | Buy |
8,882
+2,907
| +49% | +$287K | 0.01% | 1168 |
|
|
2024
Q4 | $630K | Buy |
5,975
+2,179
| +57% | +$230K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $401K | Buy |
3,796
+794
| +26% | +$83.9K | ﹤0.01% | 1559 |
|
|
2024
Q2 | $297K | Buy |
3,002
+639
| +27% | +$63.3K | ﹤0.01% | 1706 |
|
|
2024
Q1 | $243K | Buy |
2,363
+5
| +0.2% | +$515 | ﹤0.01% | 1421 |
|
|
2023
Q4 | $222K | Sell |
2,358
-1,034
| -30% | -$97.2K | ﹤0.01% | 1423 |
|
|
2023
Q3 | $287K | Buy |
+3,392
| New | +$287K | ﹤0.01% | 1222 |
|