McClarren Financial Advisors’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
2024
Q3
Sell
-99
Closed 296
2024
Q2
$0 Buy
99
+97
+4,850% ﹤0.01% 340
2024
Q1
$1K Buy
2
+1
+100% +$500 ﹤0.01% 316
2023
Q4
$0 Hold
1
﹤0.01% 399
2023
Q3
$0 Buy
+1
New ﹤0.01% 363