JFS Wealth 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 | $28.3K | Buy |
269
+1
| +0.4% | +$105 | ﹤0.01% | 580 |
|
|
2025
Q1 | $26.5K | Hold |
268
| – | – | ﹤0.01% | 602 |
|
|
2024
Q4 | $28.2K | Buy |
268
+2
| +0.8% | +$211 | ﹤0.01% | 561 |
|
|
2024
Q3 | $28.1K | Buy |
266
+1
| +0.4% | +$105 | ﹤0.01% | 572 |
|
|
2024
Q2 | $26.2K | Hold |
265
| – | – | ﹤0.01% | 543 |
|
|
2024
Q1 | $27.3K | Buy |
265
+1
| +0.4% | +$103 | ﹤0.01% | 559 |
|
|
2023
Q4 | $24.8K | Hold |
264
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $22.3K | Hold |
264
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $23.4K | Hold |
264
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $22.4K | Buy |
+264
| New | +$22.4K | ﹤0.01% | 504 |
|