Avantax Advisory Services’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
$935K Buy
2025
Q1
$877K Buy
2024
Q4
$630K Buy
2024
Q3
$401K Buy
2024
Q2
$297K Buy
2024
Q1
$243K Buy
2023
Q4
$222K Sell
2023
Q3
$287K Buy