Creative Financial Designs’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 | – | Hold |
0
| – | – | – | 2100 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2096 |
|
|
2022
Q2 | – | Sell |
-2,778
| Closed | -$252K | – | 1302 |
|
|
2022
Q1 | $252K | Buy |
+2,778
| New | +$252K | 0.04% | 259 |
|
|
2020
Q3 | – | Sell |
-132
| Closed | -$8K | – | 1264 |
|
|
2020
Q2 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 795 |
|
|
2018
Q1 | – | Sell |
-44
| Closed | -$3K | – | 728 |
|
|
2017
Q4 | $3K | Sell |
44
-152
| -78% | -$10.4K | ﹤0.01% | 558 |
|
|
2017
Q3 | $12K | Buy |
196
+2
| +1% | +$122 | 0.01% | 395 |
|
|
2017
Q2 | $11K | Sell |
194
-376
| -66% | -$21.3K | 0.01% | 401 |
|
|
2017
Q1 | $33K | Sell |
570
-2,514
| -82% | -$146K | 0.02% | 267 |
|
|
2016
Q4 | $172K | Buy |
+3,084
| New | +$172K | 0.14% | 127 |
|