Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26
| Closed | -$2.44K | – | 292 |
|
|
2023
Q4 | $2.44K | Hold |
26
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $2.2K | Sell |
26
-93
| -78% | -$7.86K | ﹤0.01% | 376 |
|
|
2023
Q2 | $10.5K | Buy |
+119
| New | +$10.5K | ﹤0.01% | 289 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$2K | – | 301 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 417 |
|
|
2022
Q1 | $2K | Sell |
26
-776
| -97% | -$59.7K | ﹤0.01% | 420 |
|
|
2021
Q4 | $77K | Hold |
802
| – | – | 0.02% | 171 |
|
|
2021
Q3 | $71K | Buy |
+802
| New | +$71K | 0.02% | 187 |
|