Jones Financial Companies’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 | $401K | Buy |
3,818
+1,492
| +64% | +$157K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $229K | Buy |
2,326
+1,851
| +390% | +$182K | ﹤0.01% | 1444 |
|
|
2024
Q4 | $50.1K | Buy |
475
+175
| +58% | +$18.5K | ﹤0.01% | 1880 |
|
|
2024
Q3 | $31.6K | Hold |
300
| – | – | ﹤0.01% | 1799 |
|
|
2024
Q2 | $29.7K | Buy |
+300
| New | +$29.7K | ﹤0.01% | 1421 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$24K | – | 763 |
|
|
2021
Q4 | $24K | Hold |
250
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $22K | Hold |
250
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $23K | Hold |
250
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $22K | Buy |
+250
| New | +$22K | ﹤0.01% | 446 |
|