Benchmark 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
Q2 | $298K | Buy |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $293K | Sell |
|
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $307K | Buy |
|
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $253K | Sell |
|
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $403K | Sell |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $348K | Buy |
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