Capital Analysts LLC’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 | $441K | Sell |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $267K | Buy |
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|
2024
Q3 | $149K | Buy |
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|
2024
Q2 | $139K | Sell |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $134K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $137K | Sell |
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|
2023
Q1 | $189K | Sell |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $760K | Buy |
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|
2020
Q4 | $400K | Buy |
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