Avior Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $62K | Sell |
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|
2024
Q3 | $64.4K | Sell |
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|
2024
Q2 | $73.5K | Hold |
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|
2024
Q1 | $76.4K | Buy |
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|
2023
Q4 | $69.5K | Buy |
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|
2023
Q3 | $62.1K | Sell |
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|
2023
Q2 | $65.9K | Hold |
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|
2023
Q1 | $63K | Buy |
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|
2022
Q4 | $60.7K | Buy |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $69K | Sell |
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|
2021
Q3 | $110K | Sell |
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|
2021
Q2 | $112K | Sell |
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|
2021
Q1 | $139K | Sell |
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|
2020
Q4 | $136K | Buy |
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|
2020
Q3 | $109K | Sell |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $87K | Sell |
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|
2019
Q4 | $160K | Buy |
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|
2019
Q3 | $150K | Buy |
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|
2019
Q2 | $151K | Hold |
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|
2019
Q1 | $146K | Sell |
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|
2018
Q4 | $131K | Buy |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | $153K | Buy |
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|
2018
Q1 | $147K | Hold |
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|
2017
Q4 | $149K | Buy |
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|
2017
Q3 | $140K | Buy |
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|
2017
Q2 | $136K | Sell |
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|
2017
Q1 | $146K | Buy |
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|
2016
Q4 | $140K | Buy |
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|
2016
Q3 | $91K | Buy |
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|
2016
Q2 | $87K | Buy |
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|
2016
Q1 | $84K | Buy |
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