Bryant Woods Investment Advisors’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 | $8.46M | Buy |
80,608
+2,873
| +4% | +$302K | 3.65% | 7 |
|
|
2025
Q1 | $7.67M | Buy |
77,735
+139
| +0.2% | +$13.7K | 3.69% | 7 |
|
|
2024
Q4 | $8.19M | Buy |
77,596
+4,937
| +7% | +$521K | 3.97% | 7 |
|
|
2024
Q3 | $7.67M | Buy |
72,659
+7,252
| +11% | +$766K | 3.91% | 7 |
|
|
2024
Q2 | $5.53M | Sell |
65,407
-8,537
| -12% | -$722K | 4.02% | 9 |
|
|
2024
Q1 | $7.62M | Sell |
73,944
-392
| -0.5% | -$40.4K | 4.49% | 7 |
|
|
2023
Q4 | $6.99M | Buy |
74,336
+8,929
| +14% | +$839K | 4.45% | 7 |
|
|
2023
Q3 | $5.53M | Buy |
65,407
+2,861
| +5% | +$242K | 4.02% | 9 |
|
|
2023
Q2 | $5.54M | Buy |
62,546
+2,983
| +5% | +$264K | 3.94% | 9 |
|
|
2023
Q1 | $5.04M | Buy |
59,563
+3,439
| +6% | +$291K | 3.9% | 9 |
|
|
2022
Q4 | $4.59M | Buy |
56,124
+2,946
| +6% | +$241K | 3.9% | 9 |
|
|
2022
Q3 | $3.95M | Buy |
53,178
+7,254
| +16% | +$539K | 3.73% | 9 |
|
|
2022
Q2 | $3.52M | Buy |
45,924
+1,932
| +4% | +$148K | 3.32% | 10 |
|
|
2022
Q1 | $4M | Buy |
43,992
+74
| +0.2% | +$6.73K | 3.23% | 9 |
|
|
2021
Q4 | $4.2M | Buy |
+43,918
| New | +$4.2M | 3.28% | 10 |
|