KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $815K | Sell |
17,550
-350
| -2% | -$16.3K | 0.11% | 180 |
|
|
2014
Q2 | $865K | Hold |
17,900
| – | – | 0.12% | 175 |
|
|
2014
Q1 | $829K | Hold |
17,900
| – | – | 0.13% | 177 |
|
|
2013
Q4 | $806K | Hold |
17,900
| – | – | 0.14% | 171 |
|
|
2013
Q3 | $750K | Hold |
17,900
| – | – | 0.18% | 138 |
|
|
2013
Q2 | $697K | Buy |
+17,900
| New | +$697K | 0.19% | 132 |
|