Level Four 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 | $669K | Sell |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.09M | Hold |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $953K | Buy |
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|
2023
Q2 | $996K | Sell |
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|
2023
Q1 | $989K | Buy |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $439K | Sell |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $534K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $424K | Sell |
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|
2019
Q2 | $457K | Sell |
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|
2019
Q1 | $474K | Sell |
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|
2018
Q4 | $1.16M | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.41M | Buy |
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|
2017
Q4 | $1.2M | Buy |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.08M | Hold |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $622K | Buy |
|