Jim Simons’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 | – | Sell |
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|
2025
Q2 | $798K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $475K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $220K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $408K | Buy |
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|
2018
Q2 | $342K | Buy |
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|
2018
Q1 | $266K | Buy |
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