Kathleen S. Wright Associates’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 | $368K | Buy |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $401K | Hold |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $505K | Buy |
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