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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.5M | Buy |
30,607
+225
| +0.7% | +$26.4K | ﹤0.01% | 1453 |
|
|
2025
Q4 | $3.4M | Sell |
30,382
-1,803
| -6% | -$200K | ﹤0.01% | 1292 |
|
|
2025
Q3 | $3.55M | Buy |
32,185
+24
| +0.1% | +$2.61K | ﹤0.01% | 1090 |
|
|
2025
Q2 | $3.38M | Buy |
32,161
+4,411
| +16% | +$438K | ﹤0.01% | 964 |
|
|
2025
Q1 | $2.74M | Sell |
27,750
-765
| -3% | -$80.5K | ﹤0.01% | 995 |
|
|
2024
Q4 | $3.01M | Buy |
28,515
+542
| +2% | +$58.9K | ﹤0.01% | 896 |
|
|
2024
Q3 | $2.95M | Buy |
27,973
+11
| +0% | +$1.12K | ﹤0.01% | 870 |
|
|
2024
Q2 | $2.77M | Buy |
27,962
+708
| +3% | +$70.5K | ﹤0.01% | 851 |
|
|
2024
Q1 | $2.81M | Buy |
27,254
+32
| +0.1% | +$3.07K | ﹤0.01% | 827 |
|
|
2023
Q4 | $2.56M | Buy |
27,222
+236
| +0.9% | +$20.3K | ﹤0.01% | 806 |
|
|
2023
Q3 | $2.28M | Buy |
26,986
+188
| +0.7% | +$16.7K | ﹤0.01% | 804 |
|
|
2023
Q2 | $2.37M | Sell |
26,798
-2,181
| -8% | -$184K | ﹤0.01% | 742 |
|
|
2023
Q1 | $2.45M | Sell |
28,979
-41
| -0.1% | -$3.53K | ﹤0.01% | 709 |
|
|
2022
Q4 | $2.37M | Sell |
29,020
-3,970
| -12% | -$325K | ﹤0.01% | 696 |
|
|
2022
Q3 | $2.45M | Sell |
32,990
-566
| -2% | -$46.3K | ﹤0.01% | 628 |
|
|
2022
Q2 | $2.57M | Sell |
33,556
-276
| -0.8% | -$23.1K | ﹤0.01% | 631 |
|
|
2022
Q1 | $3.08M | Sell |
33,832
-5,804
| -15% | -$523K | ﹤0.01% | 588 |
|
|
2021
Q4 | $3.79M | Sell |
39,636
-1,376
| -3% | -$130K | 0.01% | 495 |
|
|
2021
Q3 | $3.65M | Buy |
41,012
+7,646
| +23% | +$696K | 0.01% | 501 |
|
|
2021
Q2 | $3.04M | Sell |
33,366
-1,678
| -5% | -$153K | 0.01% | 539 |
|
|
2021
Q1 | $3.09M | Sell |
35,044
-22
| -0.1% | -$1.86K | 0.01% | 549 |
|
|
2020
Q4 | $2.73M | Buy |
35,066
+30,430
| +656% | +$2.17M | 0.01% | 555 |
|
|
2020
Q3 | $291K | Buy |
4,636
+644
| +16% | +$40.7K | ﹤0.01% | 1429 |
|
|
2020
Q2 | $240K | Buy |
+3,992
| New | +$225K | ﹤0.01% | 1432 |
|
|
2020
Q1 | – | Sell |
-3,972
| Closed | -$276K | – | 1983 |
|
|
2019
Q4 | $276K | Buy |
3,972
+524
| +15% | +$35.1K | ﹤0.01% | 1448 |
|
|
2019
Q3 | $225K | Buy |
3,448
+18
| +0.5% | +$1.17K | ﹤0.01% | 1531 |
|
|
2019
Q2 | $225K | Sell |
3,430
-200
| -6% | -$12.9K | ﹤0.01% | 1538 |
|
|
2019
Q1 | $232K | Sell |
3,630
-180
| -5% | -$11.2K | ﹤0.01% | 1489 |
|
|
2018
Q4 | $213K | Sell |
3,810
-324
| -8% | -$20K | ﹤0.01% | 1449 |
|
|
2018
Q3 | $281K | Sell |
4,134
-1,968
| -32% | -$134K | ﹤0.01% | 1444 |
|
|
2018
Q2 | $401K | Buy |
6,102
+22
| +0.4% | +$1.43K | ﹤0.01% | 1196 |
|
|
2018
Q1 | $385K | Buy |
6,080
+858
| +16% | +$55.3K | ﹤0.01% | 1212 |
|
|
2017
Q4 | $334K | Buy |
5,222
+1,722
| +49% | +$107K | ﹤0.01% | 1298 |
|
|
2017
Q3 | $211K | Hold |
3,500
| – | – | ﹤0.01% | 1574 |
|
|
2017
Q2 | $206K | Hold |
3,500
| – | – | ﹤0.01% | 1504 |
|
|
2017
Q1 | $202K | Hold |
3,500
| – | – | ﹤0.01% | 1488 |
|
|
2016
Q4 | $195K | Hold |
3,500
| – | – | ﹤0.01% | 1423 |
|
|
2016
Q3 | $183K | Buy |
3,500
+276
| +9% | +$14.4K | ﹤0.01% | 1450 |
|
|
2016
Q2 | $162K | Buy |
+3,224
| New | +$159K | ﹤0.01% | 1362 |
|
|
2015
Q4 | – | Sell |
-12
| Closed | -$1K | – | 4490 |
|
|
2015
Q3 | $1K | Buy |
+12
| New | +$590 | ﹤0.01% | 4099 |
|
|
2014
Q4 | – | Sell |
-522
| Closed | -$24K | – | 4252 |
|
|
2014
Q3 | $24K | Buy |
+522
| New | +$24.9K | ﹤0.01% | 2418 |
|
Other funds holding IVOO
HFS
LMIM
SILC
