Cetera Investment Advisers’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 | $11.9M | Sell |
112,893
-62
| -0.1% | -$6.51K | 0.02% | 735 |
|
|
2025
Q1 | $11.1M | Sell |
112,955
-30,750
| -21% | -$3.04M | 0.02% | 713 |
|
|
2024
Q4 | $15.2M | Sell |
143,705
-4,115
| -3% | -$434K | 0.03% | 519 |
|
|
2024
Q3 | $15.6M | Sell |
147,820
-4,324
| -3% | -$457K | 0.03% | 509 |
|
|
2024
Q2 | $15.1M | Sell |
152,144
-518
| -0.3% | -$51.3K | 0.03% | 490 |
|
|
2024
Q1 | $15.7M | Buy |
152,662
+148,410
| +3,490% | +$15.3M | 0.04% | 474 |
|
|
2023
Q4 | $400K | Sell |
4,252
-4
| -0.1% | -$376 | ﹤0.01% | 1616 |
|
|
2023
Q3 | $360K | Buy |
+4,256
| New | +$360K | ﹤0.01% | 1606 |
|
|
2017
Q4 | – | Sell |
-5,042
| Closed | -$305K | – | 415 |
|
|
2017
Q3 | $305K | Buy |
+5,042
| New | +$305K | 0.07% | 306 |
|