Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $109K | Buy |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $96.4K | Buy |
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|
2023
Q3 | $86K | Buy |
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|
2023
Q2 | $89.8K | Hold |
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|
2023
Q1 | $85.9K | Sell |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $201K | Buy |
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