EverSource Wealth Advisors’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 | $54.9K | Sell |
523
-48
| -8% | -$5.04K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $56.4K | Hold |
571
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q4 | $60.2K | Sell |
571
-188
| -25% | -$19.8K | ﹤0.01% | 1104 |
|
|
2024
Q3 | $80.2K | Hold |
759
| – | – | 0.01% | 873 |
|
|
2024
Q2 | $79.6K | Hold |
759
| – | – | 0.01% | 889 |
|
|
2024
Q1 | $73.5K | Hold |
759
| – | – | 0.01% | 829 |
|
|
2023
Q4 | $71.3K | Sell |
759
-117
| -13% | -$11K | 0.01% | 764 |
|
|
2023
Q3 | $74K | Hold |
876
| – | – | 0.01% | 676 |
|
|
2023
Q2 | $77.6K | Sell |
876
-174
| -17% | -$15.4K | 0.01% | 668 |
|
|
2023
Q1 | $88.9K | Hold |
1,050
| – | – | 0.01% | 576 |
|
|
2022
Q4 | $85.9K | Hold |
1,050
| – | – | 0.01% | 558 |
|
|
2022
Q3 | $78K | Hold |
1,050
| – | – | 0.02% | 508 |
|
|
2022
Q2 | $80K | Hold |
1,050
| – | – | 0.02% | 444 |
|
|
2022
Q1 | $95K | Sell |
1,050
-110
| -9% | -$9.95K | 0.02% | 341 |
|
|
2021
Q4 | $111K | Buy |
+1,160
| New | +$111K | 0.03% | 295 |
|