GHP Investment 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 | $13.5K | Buy |
129
+52
| +68% | +$5.46K | ﹤0.01% | 685 |
|
|
2025
Q1 | $7.6K | Hold |
77
| – | – | ﹤0.01% | 723 |
|
|
2024
Q4 | $8.12K | Hold |
77
| – | – | ﹤0.01% | 727 |
|
|
2024
Q3 | $8.13K | Buy |
77
+20
| +35% | +$2.11K | ﹤0.01% | 749 |
|
|
2024
Q2 | $5.65K | Hold |
57
| – | – | ﹤0.01% | 767 |
|
|
2024
Q1 | $5.87K | Hold |
57
| – | – | ﹤0.01% | 705 |
|
|
2023
Q4 | $5.36K | Buy |
57
+41
| +256% | +$3.85K | ﹤0.01% | 704 |
|
|
2023
Q3 | $1.32K | Hold |
16
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $1.44K | Hold |
16
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $1.36K | Buy |
+16
| New | +$1.36K | ﹤0.01% | 848 |
|