Castle Wealth Management’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
Q3 | $784K | Sell |
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|
2025
Q2 | $860K | Buy |
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|
2025
Q1 | $564K | Sell |
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|
2024
Q4 | $630K | Sell |
|
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|
2024
Q3 | $671K | Sell |
|
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $718K | Sell |
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|
2023
Q4 | $708K | Sell |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $783K | Sell |
|
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $473K | Buy |
|