Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $81K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $89K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $68K | Hold |
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|
2019
Q3 | $64K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $74K | Buy |
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