GA
Gateway Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.62M | Buy |
34,263
+783
| +2% | +$82.7K | 0.58% | 38 |
|
|
2024
Q2 | $3.32M | Buy |
33,480
+836
| +3% | +$82.9K | 0.56% | 39 |
|
|
2024
Q1 | $3.36M | Buy |
32,644
+503
| +2% | +$51.8K | 0.59% | 42 |
|
|
2023
Q4 | $3.02M | Buy |
+32,141
| New | +$3.02M | 0.58% | 41 |
|
|
2022
Q2 | – | Sell |
-23,647
| Closed | -$4.3M | – | 83 |
|
|
2022
Q1 | $4.3M | Sell |
23,647
-352
| -1% | -$64K | 1.17% | 27 |
|
|
2021
Q4 | $4.6M | Buy |
23,999
+175
| +0.7% | +$33.5K | 0.98% | 27 |
|
|
2021
Q3 | $4.24M | Buy |
23,824
+501
| +2% | +$89.2K | 0.88% | 27 |
|
|
2021
Q2 | $4.25M | Buy |
23,323
+1,731
| +8% | +$315K | 0.9% | 26 |
|
|
2021
Q1 | $3.81M | Buy |
+21,592
| New | +$3.81M | 0.96% | 27 |
|