CGN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $421K | Sell |
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|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $275K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $277K | Buy |
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