EverSource Wealth Advisors’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
Q2 | $54.9K | Sell |
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|
2025
Q1 | $56.4K | Hold |
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|
2024
Q4 | $60.2K | Sell |
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|
2024
Q3 | $80.2K | Hold |
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|
2024
Q2 | $79.6K | Hold |
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|
2024
Q1 | $73.5K | Hold |
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|
2023
Q4 | $71.3K | Sell |
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|
2023
Q3 | $74K | Hold |
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|
2023
Q2 | $77.6K | Sell |
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|
2023
Q1 | $88.9K | Hold |
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|
2022
Q4 | $85.9K | Hold |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $80K | Hold |
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|
2022
Q1 | $95K | Sell |
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|
2021
Q4 | $111K | Buy |
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