Creative Planning’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
Q2 | $3.38M | Buy |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $3.01M | Buy |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.81M | Buy |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $2.57M | Sell |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.79M | Sell |
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|
2021
Q3 | $3.65M | Buy |
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|
2021
Q2 | $3.04M | Sell |
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|
2021
Q1 | $3.09M | Sell |
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|
2020
Q4 | $2.73M | Buy |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $225K | Buy |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $401K | Buy |
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|
2018
Q1 | $385K | Buy |
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|
2017
Q4 | $334K | Buy |
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|
2017
Q3 | $211K | Hold |
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|
2017
Q2 | $206K | Hold |
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|
2017
Q1 | $202K | Hold |
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|
2016
Q4 | $195K | Hold |
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|
2016
Q3 | $183K | Buy |
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|
2016
Q2 | $162K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $24K | Buy |
|