Janney Montgomery Scott’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 | $6.82M | Sell |
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|
2025
Q2 | $6.64M | Buy |
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|
2025
Q1 | $5.75M | Buy |
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|
2024
Q4 | $5.78M | Buy |
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|
2024
Q3 | $5.16M | Buy |
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|
2024
Q2 | $4.67M | Sell |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.26M | Sell |
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|
2023
Q1 | $3.78M | Buy |
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|
2022
Q4 | $3.29M | Sell |
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|
2022
Q3 | $3.45M | Buy |
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|
2022
Q2 | $2.9M | Buy |
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|
2022
Q1 | $3.38M | Buy |
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|
2021
Q4 | $3.46M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $967K | Sell |
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|
2020
Q2 | $970K | Sell |
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|
2020
Q1 | $845K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $208K | Buy |
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