Lutz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,470
| Closed | -$380K | – | 63 |
|
|
2019
Q4 | $380K | Buy |
5,470
+50
| +0.9% | +$3.47K | 0.07% | 60 |
|
|
2019
Q3 | $354K | Buy |
5,420
+16
| +0.3% | +$1.05K | 0.07% | 59 |
|
|
2019
Q2 | $355K | Hold |
5,404
| – | – | 0.07% | 59 |
|
|
2019
Q1 | $346K | Buy |
5,404
+8
| +0.1% | +$512 | 0.07% | 55 |
|
|
2018
Q4 | $302K | Buy |
5,396
+34
| +0.6% | +$1.9K | 0.07% | 59 |
|
|
2018
Q3 | $365K | Buy |
5,362
+116
| +2% | +$7.9K | 0.08% | 47 |
|
|
2018
Q2 | $345K | Buy |
5,246
+8
| +0.2% | +$526 | 0.1% | 38 |
|
|
2018
Q1 | $332K | Hold |
5,238
| – | – | 0.1% | 39 |
|
|
2017
Q4 | $335K | Buy |
+5,238
| New | +$335K | 0.1% | 42 |
|