Kestra Advisory Services’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
Q2 | $4.38M | Buy |
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|
2025
Q1 | $3.74M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.24M | Sell |
|
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $978K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $988K | Sell |
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|
2020
Q4 | $883K | Buy |
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|
2020
Q3 | $710K | Buy |
|