Key Financial Inc’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
$5.98K Hold
2025
Q1
$5.63K Hold
2024
Q4
$6.01K Hold
2024
Q3
$6.02K Hold
2024
Q2
$5.65K Hold
2024
Q1
$5.87K Hold
2023
Q4
$5.36K Hold
2023
Q3
$4.82K Hold
2023
Q2
$5.05K Buy