Cozad Asset 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 | $250K | Hold |
2,386
| – | – | 0.02% | 371 |
|
|
2025
Q1 | $235K | Hold |
2,386
| – | – | 0.02% | 364 |
|
|
2024
Q4 | $252K | Hold |
2,386
| – | – | 0.02% | 352 |
|
|
2024
Q3 | $252K | Hold |
2,386
| – | – | 0.02% | 360 |
|
|
2024
Q2 | $236K | Hold |
2,386
| – | – | 0.02% | 357 |
|
|
2024
Q1 | $246K | Hold |
2,386
| – | – | 0.03% | 351 |
|
|
2023
Q4 | $224K | Hold |
2,386
| – | – | 0.03% | 359 |
|
|
2023
Q3 | $202K | Hold |
2,386
| – | – | 0.03% | 361 |
|
|
2023
Q2 | $211K | Buy |
+2,386
| New | +$211K | 0.03% | 355 |
|