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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-587	Closed	-$62K	–	1543
2024 Q4	$62K	Sell	587 -22	-4%	-$2.32K	﹤0.01%	1078
2024 Q3	$64.4K	Sell	609 -132	-18%	-$14K	﹤0.01%	1030
2024 Q2	$73.5K	Hold	741	–	–	﹤0.01%	966
2024 Q1	$76.4K	Buy	741 +1	+0.1%	+$103	﹤0.01%	1066
2023 Q4	$69.5K	Buy	740 +6	+0.8%	+$564	﹤0.01%	682
2023 Q3	$62.1K	Sell	734 -9	-1%	-$761	﹤0.01%	721
2023 Q2	$65.9K	Hold	743	–	–	﹤0.01%	706
2023 Q1	$63K	Buy	743 +1	+0.1%	+$85	﹤0.01%	723
2022 Q4	$60.7K	Buy	742 +8	+1%	+$655	﹤0.01%	592
2022 Q3	$54K	Hold	734	–	–	﹤0.01%	591
2022 Q2	$56K	Buy	734 +2	+0.3%	+$153	0.01%	549
2022 Q1	$66K	Buy	732 +2	+0.3%	+$180	0.01%	554
2021 Q4	$69K	Sell	730 -510	-41%	-$48.2K	0.01%	545
2021 Q3	$110K	Sell	1,240 -2	-0.2%	-$177	0.01%	479
2021 Q2	$112K	Sell	1,242 -344	-22%	-$31K	0.01%	455
2021 Q1	$139K	Sell	1,586 -170	-10%	-$14.9K	0.01%	428
2020 Q4	$136K	Buy	1,756 +6	+0.3%	+$465	0.02%	411
2020 Q3	$109K	Sell	1,750 -58	-3%	-$3.61K	0.02%	438
2020 Q2	$108K	Hold	1,808	–	–	0.02%	432
2020 Q1	$87K	Sell	1,808 -508	-22%	-$24.4K	0.02%	422
2019 Q4	$160K	Buy	2,316 +14	+0.6%	+$967	0.03%	393
2019 Q3	$150K	Buy	2,302 +6	+0.3%	+$391	0.03%	385
2019 Q2	$151K	Hold	2,296	–	–	0.03%	383
2019 Q1	$146K	Sell	2,296 -50	-2%	-$3.18K	0.03%	376
2018 Q4	$131K	Buy	2,346 +12	+0.5%	+$670	0.03%	393
2018 Q3	$159K	Buy	2,334 +4	+0.2%	+$272	0.03%	388
2018 Q2	$153K	Buy	2,330 +2	+0.1%	+$131	0.03%	388
2018 Q1	$147K	Hold	2,328	–	–	0.03%	392
2017 Q4	$149K	Buy	2,328 +12	+0.5%	+$768	0.03%	394
2017 Q3	$140K	Buy	2,316 +4	+0.2%	+$242	0.05%	149
2017 Q2	$136K	Sell	2,312 -214	-8%	-$12.6K	0.06%	135
2017 Q1	$146K	Buy	2,526 +2	+0.1%	+$116	0.05%	156
2016 Q4	$140K	Buy	2,524 +790	+46%	+$43.8K	0.05%	149
2016 Q3	$91K	Buy	1,734 +6	+0.3%	+$315	0.04%	179
2016 Q2	$87K	Buy	1,728 +2	+0.1%	+$101	0.04%	164
2016 Q1	$84K	Buy	+1,726	New	+$84K	0.04%	159