Key Financial Inc’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 | $5.98K | Hold |
57
| – | – | ﹤0.01% | 996 |
|
|
2025
Q1 | $5.63K | Hold |
57
| – | – | ﹤0.01% | 964 |
|
|
2024
Q4 | $6.01K | Hold |
57
| – | – | ﹤0.01% | 935 |
|
|
2024
Q3 | $6.02K | Hold |
57
| – | – | ﹤0.01% | 932 |
|
|
2024
Q2 | $5.65K | Hold |
57
| – | – | ﹤0.01% | 928 |
|
|
2024
Q1 | $5.87K | Hold |
57
| – | – | ﹤0.01% | 897 |
|
|
2023
Q4 | $5.36K | Hold |
57
| – | – | ﹤0.01% | 907 |
|
|
2023
Q3 | $4.82K | Hold |
57
| – | – | ﹤0.01% | 918 |
|
|
2023
Q2 | $5.05K | Buy |
+57
| New | +$5.05K | ﹤0.01% | 931 |
|