Halpern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $33.1K | Hold |
316
| – | – | 0.01% | 104 |
|
|
2024
Q2 | $31.3K | Hold |
316
| – | – | 0.01% | 105 |
|
|
2024
Q1 | $32K | Hold |
316
| – | – | 0.01% | 111 |
|
|
2023
Q4 | $28.9K | Hold |
316
| – | – | 0.01% | 120 |
|
|
2023
Q3 | $26.7K | Hold |
316
| – | – | 0.01% | 111 |
|
|
2023
Q2 | $28K | Sell |
316
-100
| -24% | -$8.86K | 0.01% | 102 |
|
|
2023
Q1 | $35.2K | Hold |
416
| – | – | 0.01% | 90 |
|
|
2022
Q4 | $34K | Hold |
416
| – | – | 0.01% | 92 |
|
|
2022
Q3 | $30.9K | Hold |
416
| – | – | 0.01% | 93 |
|
|
2022
Q2 | $31.9K | Hold |
416
| – | – | 0.01% | 96 |
|
|
2022
Q1 | $37.8K | Hold |
416
| – | – | 0.01% | 105 |
|
|
2021
Q4 | $39.8K | Hold |
416
| – | – | 0.02% | 94 |
|
|
2021
Q3 | $37.1K | Hold |
416
| – | – | 0.02% | 82 |
|
|
2021
Q2 | $37.9K | Buy |
416
+94
| +29% | +$8.55K | 0.02% | 75 |
|
|
2021
Q1 | $28.4K | Hold |
322
| – | – | 0.01% | 80 |
|
|
2020
Q4 | $25K | Hold |
322
| – | – | 0.01% | 74 |
|
|
2020
Q3 | $20.2K | Buy |
+322
| New | +$20.2K | 0.01% | 75 |
|