HBK Sorce Advisory’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 | $224K | Hold |
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|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | $200K | Hold |
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|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $214K | Hold |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $280K | Hold |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $455K | Sell |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $795K | Sell |
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|
2019
Q3 | $830K | Buy |
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|
2019
Q2 | $834K | Hold |
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|
2019
Q1 | $812K | Sell |
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|
2018
Q4 | $802K | Buy |
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|
2018
Q3 | $973K | Sell |
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|
2018
Q2 | $975K | Hold |
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|
2018
Q1 | $939K | Sell |
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|
2017
Q4 | $957K | Sell |
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|
2017
Q3 | $923K | Sell |
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|
2017
Q2 | $908K | Hold |
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|
2017
Q1 | $894K | Sell |
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|
2016
Q4 | $880K | Buy |
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|
2016
Q3 | $774K | Buy |
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|
2016
Q2 | $741K | Sell |
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|
2016
Q1 | $732K | Sell |
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|
2015
Q4 | $812K | Buy |
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|
2015
Q3 | $796K | Buy |
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|
2015
Q2 | $878K | Buy |
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|
2015
Q1 | $841K | Buy |
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|
2014
Q4 | $798K | Buy |
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|
2014
Q3 | $617K | Buy |
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|
2014
Q2 | $597K | Hold |
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|
2014
Q1 | $572K | Buy |
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