Mariner’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.77M | Sell |
32,956
-2,995
| -8% | -$352K | ﹤0.01% | 1175 |
|
|
2025
Q4 | $4.02M | Sell |
35,951
-430
| -1% | -$47.7K | ﹤0.01% | 1107 |
|
|
2025
Q3 | $4.02M | Sell |
36,381
-329
| -0.9% | -$35.8K | 0.01% | 1034 |
|
|
2025
Q2 | $3.85M | Buy |
36,710
+2,280
| +7% | +$227K | 0.01% | 987 |
|
|
2025
Q1 | $3.4M | Sell |
34,430
-2,507
| -7% | -$264K | 0.01% | 964 |
|
|
2024
Q4 | $3.9M | Buy |
36,937
+661
| +2% | +$71.8K | 0.01% | 890 |
|
|
2024
Q3 | $3.83M | Sell |
36,276
-3,101
| -8% | -$317K | 0.01% | 884 |
|
|
2024
Q2 | $3.9M | Sell |
39,377
-1,390
| -3% | -$138K | 0.01% | 826 |
|
|
2024
Q1 | $4.2M | Buy |
40,767
+1,628
| +4% | +$156K | 0.01% | 797 |
|
|
2023
Q4 | $3.68M | Buy |
39,139
+7,975
| +26% | +$686K | 0.01% | 801 |
|
|
2023
Q3 | $2.63M | Buy |
31,164
+3,523
| +13% | +$313K | 0.01% | 862 |
|
|
2023
Q2 | $2.45M | Buy |
27,641
+11,362
| +70% | +$957K | 0.01% | 898 |
|
|
2023
Q1 | $1.38M | Sell |
16,279
-31
| -0.2% | -$2.67K | ﹤0.01% | 1128 |
|
|
2022
Q4 | $1.33M | Buy |
16,310
+2,092
| +15% | +$171K | ﹤0.01% | 1111 |
|
|
2022
Q3 | $1.06M | Buy |
+14,218
| New | +$1.16M | ﹤0.01% | 1024 |
|
|
2019
Q3 | – | Sell |
-6,550
| Closed | -$430K | – | 864 |
|
|
2019
Q2 | $430K | Hold |
6,550
| – | – | 0.01% | 770 |
|
|
2019
Q1 | $419K | Hold |
6,550
| – | – | 0.01% | 712 |
|
|
2018
Q4 | $366K | Hold |
6,550
| – | – | 0.01% | 634 |
|
|
2018
Q3 | $445K | Hold |
6,550
| – | – | 0.01% | 583 |
|
|
2018
Q2 | $431K | Hold |
6,550
| – | – | 0.01% | 572 |
|
|
2018
Q1 | $415K | Hold |
6,550
| – | – | 0.01% | 470 |
|
|
2017
Q4 | $419K | Hold |
6,550
| – | – | 0.02% | 415 |
|
|
2017
Q3 | $396K | Hold |
6,550
| – | – | 0.02% | 377 |
|
|
2017
Q2 | $385K | Hold |
6,550
| – | – | 0.02% | 381 |
|
|
2017
Q1 | $379K | Hold |
6,550
| – | – | 0.02% | 417 |
|
|
2016
Q4 | $365K | Hold |
6,550
| – | – | 0.02% | 417 |
|
|
2016
Q3 | $342K | Hold |
6,550
| – | – | 0.02% | 444 |
|
|
2016
Q2 | $329K | Hold |
6,550
| – | – | 0.02% | 400 |
|
|
2016
Q1 | $318K | Hold |
6,550
| – | – | 0.02% | 382 |
|
|
2015
Q4 | $307K | Hold |
6,550
| – | – | 0.02% | 336 |
|
|
2015
Q3 | $301K | Buy |
+6,550
| New | +$322K | 0.01% | 401 |
|
Other funds holding IVOO
HFS
LMIM
SILC
