Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $33K | Hold |
430
| – | – | 0.02% | 86 |
|
|
2022
Q1 | $39K | Hold |
430
| – | – | 0.02% | 76 |
|
|
2021
Q4 | $41K | Hold |
430
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $38K | Hold |
430
| – | – | 0.02% | 72 |
|
|
2021
Q2 | $39K | Buy |
+430
| New | +$39K | 0.02% | 76 |
|
|
2020
Q1 | $21K | Sell |
430
-146
| -25% | -$7.13K | 0.02% | 79 |
|
|
2019
Q4 | $40K | Buy |
+576
| New | +$40K | 0.01% | 139 |
|