Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,402
| Closed | -$582K | – | 473 |
|
|
2022
Q1 | $582K | Buy |
6,402
+4,202
| +191% | +$382K | 0.04% | 264 |
|
|
2021
Q4 | $211K | Buy |
+2,200
| New | +$211K | 0.01% | 475 |
|
|
2021
Q3 | – | Sell |
-2,310
| Closed | -$210K | – | 396 |
|
|
2021
Q2 | $210K | Sell |
2,310
-300
| -11% | -$27.3K | 0.02% | 355 |
|
|
2021
Q1 | $230K | Buy |
+2,610
| New | +$230K | 0.02% | 321 |
|