Endurance Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $201K | Hold |
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|
2020
Q1 | $162K | Hold |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $218K | Buy |
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|
2019
Q1 | $196K | Hold |
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|
2018
Q4 | $172K | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $215K | Sell |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $213K | Hold |
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|
2017
Q2 | $207K | Buy |
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|
2017
Q1 | $160K | Buy |
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