Harbor Advisory Corp’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.46M | Sell |
|
|||||
|
2025
Q2 | $5.19M | Sell |
|
|||||
|
2025
Q1 | $4.89M | Hold |
|
|||||
|
2024
Q4 | $5.23M | Hold |
|
|||||
|
2024
Q3 | $5.23M | Sell |
|
|||||
|
2024
Q2 | $4.92M | Sell |
|
|||||
|
2024
Q1 | $5.38M | Sell |
|
|||||
|
2023
Q4 | $4.92M | Hold |
|
|||||
|
2023
Q3 | $4.42M | Buy |
|
|||||
|
2023
Q2 | $4.5M | Buy |
|
|||||
|
2023
Q1 | $4.3M | Hold |
|
|||||
|
2022
Q4 | $4.15M | Buy |
|
|||||
|
2022
Q3 | $3.53M | Buy |
|
|||||
|
2022
Q2 | $2.95M | Hold |
|
|||||
|
2022
Q1 | $3.5M | Hold |
|
|||||
|
2021
Q4 | $3.69M | Hold |
|
|||||
|
2021
Q3 | $3.43M | Buy |
|
|||||
|
2021
Q2 | $3.49M | Hold |
|
|||||
|
2021
Q1 | $3.38M | Buy |
|
|||||
|
2020
Q4 | $284K | Buy |
|