CRA Financial Services’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 | $511K | Hold |
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|
2025
Q2 | $486K | Hold |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $488K | Hold |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $459K | Hold |
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|
2024
Q1 | $477K | Hold |
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|
2023
Q4 | $435K | Hold |
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|
2023
Q3 | $391K | Hold |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $364K | Hold |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $378K | Hold |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $282K | Hold |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $254K | Sell |
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|
2019
Q2 | $268K | Buy |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $234K | Buy |
|