McKinley Carter Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
6,452
-435
| -6% | -$45.7K | 0.04% | 183 |
|
|
2025
Q1 | $680K | Sell |
6,887
-62
| -0.9% | -$6.12K | 0.04% | 180 |
|
|
2024
Q4 | $733K | Hold |
6,949
| – | – | 0.04% | 170 |
|
|
2024
Q3 | $734K | Hold |
6,949
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $689K | Sell |
6,949
-135
| -2% | -$13.4K | 0.04% | 180 |
|
|
2024
Q1 | $730K | Hold |
7,084
| – | – | 0.05% | 174 |
|
|
2023
Q4 | $666K | Hold |
7,084
| – | – | 0.05% | 178 |
|
|
2023
Q3 | $599K | Sell |
7,084
-580
| -8% | -$49K | 0.05% | 183 |
|
|
2023
Q2 | $679K | Hold |
7,664
| – | – | 0.05% | 181 |
|
|
2023
Q1 | $649K | Sell |
7,664
-170
| -2% | -$14.4K | 0.05% | 183 |
|
|
2022
Q4 | $641K | Hold |
7,834
| – | – | 0.05% | 178 |
|
|
2022
Q3 | $582K | Hold |
7,834
| – | – | 0.05% | 171 |
|
|
2022
Q2 | $600K | Hold |
7,834
| – | – | 0.05% | 176 |
|
|
2022
Q1 | $712K | Hold |
7,834
| – | – | 0.06% | 172 |
|
|
2021
Q4 | $750K | Sell |
7,834
-124
| -2% | -$11.9K | 0.06% | 165 |
|
|
2021
Q3 | $709K | Hold |
7,958
| – | – | 0.06% | 161 |
|
|
2021
Q2 | $724K | Sell |
7,958
-632
| -7% | -$57.5K | 0.06% | 160 |
|
|
2021
Q1 | $758K | Hold |
8,590
| – | – | 0.06% | 157 |
|
|
2020
Q4 | $668K | Buy |
+8,590
| New | +$668K | 0.09% | 149 |
|