Janney Montgomery Scott’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 | $6.64M | Buy |
63,252
+4,999
| +9% | +$525K | 0.02% | 710 |
|
|
2025
Q1 | $5.75M | Buy |
58,253
+3,458
| +6% | +$341K | 0.02% | 725 |
|
|
2024
Q4 | $5.78M | Buy |
54,795
+5,915
| +12% | +$624K | 0.02% | 725 |
|
|
2024
Q3 | $5.16M | Buy |
48,880
+1,783
| +4% | +$188K | 0.01% | 747 |
|
|
2024
Q2 | $4.67M | Sell |
47,097
-1,318
| -3% | -$131K | 0.01% | 757 |
|
|
2024
Q1 | $4.99M | Buy |
48,415
+998
| +2% | +$103K | 0.01% | 769 |
|
|
2023
Q4 | $4.46M | Buy |
47,417
+3,352
| +8% | +$315K | 0.01% | 782 |
|
|
2023
Q3 | $3.73M | Buy |
44,065
+7,287
| +20% | +$616K | 0.01% | 777 |
|
|
2023
Q2 | $3.26M | Sell |
36,778
-7,817
| -18% | -$692K | 0.01% | 854 |
|
|
2023
Q1 | $3.78M | Buy |
44,595
+4,347
| +11% | +$368K | 0.02% | 716 |
|
|
2022
Q4 | $3.29M | Sell |
40,248
-6,132
| -13% | -$502K | 0.01% | 818 |
|
|
2022
Q3 | $3.45M | Buy |
46,380
+9,104
| +24% | +$676K | 0.01% | 752 |
|
|
2022
Q2 | $2.9M | Buy |
37,276
+124
| +0.3% | +$9.66K | 0.01% | 771 |
|
|
2022
Q1 | $3.38M | Buy |
37,152
+1,030
| +3% | +$93.6K | 0.01% | 711 |
|
|
2021
Q4 | $3.46M | Buy |
36,122
+13,364
| +59% | +$1.28M | 0.01% | 760 |
|
|
2021
Q3 | $2.03M | Buy |
22,758
+330
| +1% | +$29.4K | 0.01% | 942 |
|
|
2021
Q2 | $2.04M | Buy |
22,428
+7,198
| +47% | +$655K | 0.01% | 930 |
|
|
2021
Q1 | $1.34M | Sell |
15,230
-18,452
| -55% | -$1.63M | 0.01% | 1058 |
|
|
2020
Q4 | $2.62M | Buy |
33,682
+18,274
| +119% | +$1.42M | 0.01% | 760 |
|
|
2020
Q3 | $967K | Sell |
15,408
-722
| -4% | -$45.3K | 0.01% | 1103 |
|
|
2020
Q2 | $970K | Sell |
16,130
-1,236
| -7% | -$74.3K | 0.01% | 1051 |
|
|
2020
Q1 | $845K | Buy |
17,366
+2,810
| +19% | +$137K | 0.01% | 992 |
|
|
2019
Q4 | $1.01M | Buy |
14,556
+11,366
| +356% | +$789K | 0.01% | 1080 |
|
|
2019
Q3 | $208K | Buy |
+3,190
| New | +$208K | ﹤0.01% | 1881 |
|