LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $539K | Hold |
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|
2020
Q2 | $516K | Hold |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $635K | Sell |
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|
2019
Q3 | $633K | Sell |
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|
2019
Q2 | $657K | Buy |
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|
2019
Q1 | $639K | Sell |
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|
2018
Q4 | $563K | Buy |
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|
2018
Q3 | $682K | Sell |
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|
2018
Q2 | $675K | Buy |
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|
2018
Q1 | $649K | Sell |
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|
2017
Q4 | $704K | Hold |
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|
2017
Q3 | $704K | Hold |
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|
2017
Q2 | $684K | Sell |
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|
2017
Q1 | $709K | Sell |
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|
2016
Q4 | $690K | Sell |
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|
2016
Q3 | $658K | Sell |
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|
2016
Q2 | $646K | Sell |
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|
2016
Q1 | $641K | Sell |
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|
2015
Q4 | $669K | Buy |
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|
2015
Q3 | $525K | Buy |
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|
2015
Q2 | $573K | Buy |
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|
2015
Q1 | $556K | Buy |
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|
2014
Q4 | $528K | Sell |
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|
2014
Q3 | $520K | Buy |
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|
2014
Q2 | $539K | Sell |
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|
2014
Q1 | $518K | Buy |
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|
2013
Q4 | $407K | Buy |
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|
2013
Q3 | $357K | Buy |
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