Great Valley Advisor Group’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 | $345K | Sell |
3,291
-4,575
| -58% | -$480K | 0.01% | 709 |
|
|
2025
Q1 | $776K | Buy |
7,866
+409
| +5% | +$40.4K | 0.02% | 497 |
|
|
2024
Q4 | $787K | Hold |
7,457
| – | – | 0.02% | 489 |
|
|
2024
Q3 | $788K | Buy |
7,457
+207
| +3% | +$21.9K | 0.02% | 465 |
|
|
2024
Q2 | $719K | Buy |
7,250
+4,575
| +171% | +$453K | 0.02% | 451 |
|
|
2024
Q1 | $276K | Buy |
2,675
+95
| +4% | +$9.79K | 0.01% | 628 |
|
|
2023
Q4 | $242K | Buy |
+2,580
| New | +$242K | 0.01% | 627 |
|