JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $721K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $808K | Buy |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $490K | Sell |
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|
2021
Q1 | $487K | Sell |
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|
2020
Q4 | $431K | Buy |
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|
2020
Q3 | $346K | Hold |
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|
2020
Q2 | $332K | Hold |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $292K | Sell |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $269K | Sell |
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|
2017
Q4 | $281K | Buy |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $250K | Hold |
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|
2017
Q1 | $246K | Hold |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $213K | Buy |
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