HighTower Advisors’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 | $209K | Sell |
1,989
-84
| -4% | -$8.82K | ﹤0.01% | 3222 |
|
|
2025
Q1 | $205K | Buy |
2,073
+99
| +5% | +$9.77K | ﹤0.01% | 3148 |
|
|
2024
Q4 | $208K | Buy |
+1,974
| New | +$208K | ﹤0.01% | 3141 |
|
|
2022
Q2 | – | Sell |
-2,700
| Closed | -$247K | – | 3091 |
|
|
2022
Q1 | $247K | Sell |
2,700
-4,268
| -61% | -$390K | ﹤0.01% | 2647 |
|
|
2021
Q4 | $668K | Buy |
+6,968
| New | +$668K | ﹤0.01% | 1969 |
|