Cerity Partners’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 | $5.65M | Sell |
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|
2025
Q2 | $5.4M | Sell |
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|
2025
Q1 | $5.95M | Buy |
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|
2024
Q4 | $6.23M | Buy |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $5.43M | Sell |
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|
2024
Q1 | $5.67M | Buy |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $4.15M | Buy |
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|
2022
Q4 | $2.72M | Buy |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.6M | Buy |
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|
2021
Q4 | $1.89M | Buy |
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