Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$327 | – | 1698 |
|
|
2022
Q4 | $327 | Hold |
4
| – | – | ﹤0.01% | 1312 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1404 |
|
|
2022
Q2 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 1437 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1032 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 471 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 423 |
|
|
2020
Q1 | $0 | Buy |
8
+2
| +33% | – | ﹤0.01% | 446 |
|
|
2019
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 427 |
|