Francis Financial’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 | $15.3M | Sell |
145,797
-45,667
| -24% | -$4.79M | 3.52% | 8 |
|
|
2025
Q1 | $18.9M | Buy |
191,464
+34,839
| +22% | +$3.44M | 4.58% | 7 |
|
|
2024
Q4 | $16.5M | Buy |
156,625
+20,017
| +15% | +$2.11M | 4.18% | 8 |
|
|
2024
Q3 | $14.4M | Buy |
136,608
+65,072
| +91% | +$6.87M | 3.8% | 10 |
|
|
2024
Q2 | $7.09M | Buy |
71,536
+61,764
| +632% | +$6.12M | 2.15% | 12 |
|
|
2024
Q1 | $1.01M | Buy |
+9,772
| New | +$1.01M | 0.32% | 28 |
|