McKinley Carter Wealth Services’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
Q3 | $712K | Hold |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $733K | Hold |
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|
2024
Q3 | $734K | Hold |
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|
2024
Q2 | $689K | Sell |
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|
2024
Q1 | $730K | Hold |
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|
2023
Q4 | $666K | Hold |
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|
2023
Q3 | $599K | Sell |
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|
2023
Q2 | $679K | Hold |
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|
2023
Q1 | $649K | Sell |
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|
2022
Q4 | $641K | Hold |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $600K | Hold |
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|
2022
Q1 | $712K | Hold |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $709K | Hold |
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|
2021
Q2 | $724K | Sell |
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|
2021
Q1 | $758K | Hold |
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|
2020
Q4 | $668K | Buy |
|