IFP 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 | $127K | Hold |
1,206
| – | – | ﹤0.01% | 1517 |
|
|
2025
Q1 | $119K | Hold |
1,206
| – | – | ﹤0.01% | 1428 |
|
|
2024
Q4 | $127K | Hold |
1,206
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q3 | $127K | Hold |
1,206
| – | – | ﹤0.01% | 1302 |
|
|
2024
Q2 | $120K | Buy |
1,206
+186
| +18% | +$18.4K | ﹤0.01% | 1286 |
|
|
2024
Q1 | $105K | Hold |
1,020
| – | – | ﹤0.01% | 1266 |
|
|
2023
Q4 | $95.8K | Sell |
1,020
-1,250
| -55% | -$117K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $192K | Sell |
2,270
-76
| -3% | -$6.42K | 0.01% | 985 |
|
|
2023
Q2 | $208K | Buy |
2,346
+285
| +14% | +$25.2K | 0.01% | 1003 |
|
|
2023
Q1 | $272K | Buy |
2,061
+355
| +21% | +$46.9K | 0.01% | 819 |
|
|
2022
Q4 | $113K | Hold |
1,706
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q3 | $113K | Hold |
1,706
| – | – | ﹤0.01% | 1771 |
|
|
2022
Q2 | $113K | Hold |
1,706
| – | – | ﹤0.01% | 1607 |
|
|
2022
Q1 | $113K | Buy |
1,706
+198
| +13% | +$13.1K | ﹤0.01% | 1607 |
|
|
2021
Q4 | $145K | Buy |
1,508
+232
| +18% | +$22.3K | ﹤0.01% | 1089 |
|
|
2021
Q3 | $113K | Hold |
1,276
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q2 | $114K | Sell |
1,276
-280
| -18% | -$25K | ﹤0.01% | 1179 |
|
|
2021
Q1 | $138K | Buy |
1,556
+14
| +0.9% | +$1.24K | ﹤0.01% | 1009 |
|
|
2020
Q4 | $122K | Sell |
1,542
-106
| -6% | -$8.39K | ﹤0.01% | 1038 |
|
|
2020
Q3 | $109K | Hold |
1,648
| – | – | 0.01% | 950 |
|
|
2020
Q2 | $96K | Buy |
1,648
+1,238
| +302% | +$72.1K | 0.01% | 941 |
|
|
2020
Q1 | $21K | Buy |
410
+292
| +247% | +$15K | ﹤0.01% | 1456 |
|
|
2019
Q4 | $8K | Sell |
118
-120
| -50% | -$8.14K | ﹤0.01% | 2013 |
|
|
2019
Q3 | $16K | Buy |
+238
| New | +$16K | ﹤0.01% | 1859 |
|
|
2019
Q1 | $11K | Sell |
168
-986
| -85% | -$64.6K | ﹤0.01% | 1572 |
|
|
2018
Q4 | $64K | Sell |
1,154
-334
| -22% | -$18.5K | ﹤0.01% | 1445 |
|
|
2018
Q3 | $101K | Hold |
1,488
| – | – | ﹤0.01% | 1457 |
|
|
2018
Q2 | $98K | Buy |
1,488
+334
| +29% | +$22K | ﹤0.01% | 1483 |
|
|
2018
Q1 | $74K | Hold |
1,154
| – | – | ﹤0.01% | 1560 |
|
|
2017
Q4 | $74K | Hold |
1,154
| – | – | ﹤0.01% | 1556 |
|
|
2017
Q3 | $70K | Sell |
1,154
-290
| -20% | -$17.6K | ﹤0.01% | 1769 |
|
|
2017
Q2 | $85K | Sell |
1,444
-550
| -28% | -$32.4K | ﹤0.01% | 1613 |
|
|
2017
Q1 | $115K | Buy |
1,994
+158
| +9% | +$9.11K | 0.01% | 1405 |
|
|
2016
Q4 | $102K | Buy |
+1,836
| New | +$102K | ﹤0.01% | 1436 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$10K | – | 3943 |
|
|
2016
Q2 | $10K | Buy |
200
+32
| +19% | +$1.6K | ﹤0.01% | 2730 |
|
|
2016
Q1 | $11K | Sell |
168
-1,232
| -88% | -$80.7K | ﹤0.01% | 1572 |
|
|
2015
Q4 | $66K | Buy |
+1,400
| New | +$66K | ﹤0.01% | 1429 |
|