Beacon Pointe Advisors’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
Q3 | $216K | Sell |
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|
2025
Q2 | $400K | Buy |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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