EFG
Embree Financial Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
2,918
+10
| +0.3% | +$1.05K | 0.05% | 171 |
|
|
2025
Q1 | $287K | Sell |
2,908
-187
| -6% | -$18.5K | 0.05% | 168 |
|
|
2024
Q4 | $326K | Buy |
3,095
+22
| +0.7% | +$2.32K | 0.06% | 151 |
|
|
2024
Q3 | $325K | Buy |
3,073
+11
| +0.4% | +$1.16K | 0.06% | 148 |
|
|
2024
Q2 | $304K | Hold |
3,062
| – | – | 0.06% | 144 |
|
|
2024
Q1 | $315K | Buy |
3,062
+6
| +0.2% | +$618 | 0.06% | 146 |
|
|
2023
Q4 | $287K | Buy |
+3,056
| New | +$287K | 0.06% | 147 |
|