Farther Finance Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04K | Hold |
48
| – | – | ﹤0.01% | 3348 |
|
|
2025
Q1 | $4.76K | Sell |
48
-570
| -92% | -$56.6K | ﹤0.01% | 3084 |
|
|
2024
Q4 | $65.2K | Buy |
618
+313
| +103% | +$33K | ﹤0.01% | 1517 |
|
|
2024
Q3 | $32.2K | Hold |
305
| – | – | ﹤0.01% | 1862 |
|
|
2024
Q2 | $29.9K | Sell |
305
-224
| -42% | -$22K | ﹤0.01% | 1624 |
|
|
2024
Q1 | $54.1K | Sell |
529
-181
| -25% | -$18.5K | ﹤0.01% | 1162 |
|
|
2023
Q4 | $66.7K | Buy |
710
+662
| +1,379% | +$62.2K | ﹤0.01% | 929 |
|
|
2023
Q3 | $4.06K | Hold |
48
| – | – | ﹤0.01% | 1586 |
|
|
2023
Q2 | $4.25K | Hold |
48
| – | – | ﹤0.01% | 1484 |
|
|
2023
Q1 | $4.07K | Hold |
48
| – | – | ﹤0.01% | 1403 |
|
|
2022
Q4 | $3.93K | Buy |
+48
| New | +$3.93K | ﹤0.01% | 1248 |
|