Bogart Wealth LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5K | Hold |
567
| – | – | ﹤0.01% | 411 |
|
|
2025
Q1 | $56K | Hold |
567
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $59.8K | Hold |
567
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $59.9K | Hold |
567
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $56.2K | Buy |
+567
| New | +$56.2K | ﹤0.01% | 388 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1094 |
|
|
2022
Q2 | – | Sell |
-24
| Closed | -$2K | – | 949 |
|
|
2022
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 675 |
|
|
2018
Q2 | – | Sell |
-68
| Closed | -$4K | – | 362 |
|
|
2018
Q1 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 290 |
|