Flagship Harbor 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 | $539K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $483K | Sell |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $578K | Sell |
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|
2022
Q3 | $553K | Hold |
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|
2022
Q2 | $570K | Hold |
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|
2022
Q1 | $676K | Sell |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $690K | Hold |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $657K | Sell |
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|
2020
Q4 | $581K | Sell |
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|
2020
Q3 | $470K | Hold |
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|
2020
Q2 | $450K | Sell |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $587K | Sell |
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|
2019
Q3 | $595K | Sell |
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|
2019
Q2 | $622K | Sell |
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|
2019
Q1 | $611K | Sell |
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|
2018
Q4 | $554K | Sell |
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|
2018
Q3 | $672K | Buy |
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|
2018
Q2 | $645K | Sell |
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|
2018
Q1 | $621K | Buy |
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|
2017
Q4 | $634K | Sell |
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|
2017
Q3 | $598K | Buy |
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|
2017
Q2 | $550K | Buy |
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|
2017
Q1 | $495K | Buy |
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|
2016
Q4 | $450K | Buy |
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