Braver Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $279K | Sell |
5,016
-154
| -3% | -$8.57K | 0.05% | 135 |
|
|
2016
Q3 | $270K | Hold |
5,170
| – | – | 0.05% | 128 |
|
|
2016
Q2 | $259K | Sell |
5,170
-854
| -14% | -$42.8K | 0.04% | 122 |
|
|
2016
Q1 | $293K | Sell |
6,024
-660
| -10% | -$32.1K | 0.05% | 126 |
|
|
2015
Q4 | $314K | Buy |
6,684
+366
| +6% | +$17.2K | 0.06% | 70 |
|
|
2015
Q3 | $291K | Buy |
6,318
+464
| +8% | +$21.4K | 0.07% | 67 |
|
|
2015
Q2 | $297K | Sell |
5,854
-378
| -6% | -$19.2K | 0.07% | 75 |
|
|
2015
Q1 | $319K | Sell |
6,232
-82
| -1% | -$4.2K | 0.07% | 76 |
|
|
2014
Q4 | $308K | Buy |
+6,314
| New | +$308K | 0.06% | 74 |
|