Chemistry Wealth Management’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 | $249K | Hold |
2,370
| – | – | 0.05% | 169 |
|
|
2025
Q1 | $234K | Hold |
2,370
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $250K | Hold |
2,370
| – | – | 0.06% | 154 |
|
|
2024
Q3 | $250K | Hold |
2,370
| – | – | 0.06% | 149 |
|
|
2024
Q2 | $235K | Sell |
2,370
-670
| -22% | -$66.4K | 0.06% | 145 |
|
|
2024
Q1 | $313K | Hold |
3,040
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $286K | Buy |
+3,040
| New | +$286K | 0.09% | 130 |
|