Checchi Capital 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 | $4.62M | Buy |
44,011
+5,821
| +15% | +$611K | 0.26% | 71 |
|
|
2025
Q1 | $3.77M | Buy |
38,190
+4,085
| +12% | +$403K | 0.2% | 82 |
|
|
2024
Q4 | $3.6M | Buy |
34,105
+768
| +2% | +$81K | 0.21% | 82 |
|
|
2024
Q3 | $3.52M | Hold |
33,337
| – | – | 0.2% | 77 |
|
|
2024
Q2 | $3.3M | Hold |
33,337
| – | – | 0.17% | 80 |
|
|
2024
Q1 | $3.43M | Hold |
33,337
| – | – | 0.27% | 81 |
|
|
2023
Q4 | $3.13M | Buy |
33,337
+17,929
| +116% | +$1.68M | 0.25% | 83 |
|
|
2023
Q3 | $1.3M | Buy |
+15,408
| New | +$1.3M | 0.12% | 141 |
|