IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $322K | Hold |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $436K | Sell |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $542K | Sell |
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|
2020
Q1 | $449K | Sell |
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|
2019
Q4 | $656K | Buy |
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|
2019
Q3 | $596K | Sell |
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|
2019
Q2 | $624K | Sell |
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|
2019
Q1 | $609K | Buy |
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|
2018
Q4 | $346K | Buy |
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|
2018
Q3 | $303K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $1.28M | Buy |
|