Avior Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Avior Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-587	Closed	-$62K	–	1541
2024 Q4	$62K	Sell	587 -22	-4%	-$2.39K	﹤0.01%	1078
2024 Q3	$64.4K	Sell	609 -132	-18%	-$13.5K	﹤0.01%	1030
2024 Q2	$73.5K	Hold	741	–	–	﹤0.01%	966
2024 Q1	$76.4K	Buy	741 +1	+0.1%	+$96	﹤0.01%	1066
2023 Q4	$69.5K	Buy	740 +6	+0.8%	+$516	﹤0.01%	682
2023 Q3	$62.1K	Sell	734 -9	-1%	-$798	﹤0.01%	721
2023 Q2	$65.9K	Hold	743	–	–	﹤0.01%	706
2023 Q1	$63K	Buy	743 +1	+0.1%	+$86	﹤0.01%	723
2022 Q4	$60.7K	Buy	742 +8	+1%	+$654	﹤0.01%	592
2022 Q3	$54K	Hold	734	–	–	﹤0.01%	591
2022 Q2	$56K	Buy	734 +2	+0.3%	+$167	0.01%	549
2022 Q1	$66K	Buy	732 +2	+0.3%	+$180	0.01%	554
2021 Q4	$69K	Sell	730 -510	-41%	-$48.1K	0.01%	545
2021 Q3	$110K	Sell	1,240 -2	-0.2%	-$182	0.01%	479
2021 Q2	$112K	Sell	1,242 -344	-22%	-$31.4K	0.01%	455
2021 Q1	$139K	Sell	1,586 -170	-10%	-$14.4K	0.01%	428
2020 Q4	$136K	Buy	1,756 +6	+0.3%	+$428	0.02%	411
2020 Q3	$109K	Sell	1,750 -58	-3%	-$3.67K	0.02%	438
2020 Q2	$108K	Hold	1,808	–	–	0.02%	432
2020 Q1	$87K	Sell	1,808 -508	-22%	-$31.9K	0.02%	422
2019 Q4	$160K	Buy	2,316 +14	+0.6%	+$937	0.03%	393
2019 Q3	$150K	Buy	2,302 +6	+0.3%	+$390	0.03%	385
2019 Q2	$151K	Hold	2,296	–	–	0.03%	383
2019 Q1	$146K	Sell	2,296 -50	-2%	-$3.11K	0.03%	376
2018 Q4	$131K	Buy	2,346 +12	+0.5%	+$739	0.03%	393
2018 Q3	$159K	Buy	2,334 +4	+0.2%	+$271	0.03%	388
2018 Q2	$153K	Buy	2,330 +2	+0.1%	+$130	0.03%	388
2018 Q1	$147K	Hold	2,328	–	–	0.03%	392
2017 Q4	$149K	Buy	2,328 +12	+0.5%	+$749	0.03%	394
2017 Q3	$140K	Buy	2,316 +4	+0.2%	+$235	0.05%	149
2017 Q2	$136K	Sell	2,312 -214	-8%	-$12.5K	0.06%	135
2017 Q1	$146K	Buy	2,526 +2	+0.1%	+$115	0.05%	156
2016 Q4	$140K	Buy	2,524 +790	+46%	+$42.2K	0.05%	149
2016 Q3	$91K	Buy	1,734 +6	+0.3%	+$313	0.04%	179
2016 Q2	$87K	Buy	1,728 +2	+0.1%	+$99	0.04%	164
2016 Q1	$84K	Buy	+1,726	New	+$77.5K	0.04%	159