IFP Advisors’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
Q2 | $127K | Hold |
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|
2025
Q1 | $119K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $95.8K | Sell |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $113K | Hold |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $113K | Buy |
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|
2021
Q4 | $145K | Buy |
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|
2021
Q3 | $113K | Hold |
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|
2021
Q2 | $114K | Sell |
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|
2021
Q1 | $138K | Buy |
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|
2020
Q4 | $122K | Sell |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $96K | Buy |
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|
2020
Q1 | $21K | Buy |
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|
2019
Q4 | $8K | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2019
Q1 | $11K | Sell |
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|
2018
Q4 | $64K | Sell |
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|
2018
Q3 | $101K | Hold |
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|
2018
Q2 | $98K | Buy |
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|
2018
Q1 | $74K | Hold |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $70K | Sell |
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|
2017
Q2 | $85K | Sell |
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|
2017
Q1 | $115K | Buy |
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|
2016
Q4 | $102K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $10K | Buy |
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $66K | Buy |
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