M Holdings Securities’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 | – | Sell |
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|
2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.16M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $954K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.15M | Hold |
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|
2022
Q3 | $1.04M | Hold |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $827K | Buy |
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|
2018
Q4 | $709K | Buy |
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|
2018
Q3 | $827K | Buy |
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|
2018
Q2 | $715K | Buy |
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|
2018
Q1 | $458K | Buy |
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