MML Investors 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 | $2.4M | Buy |
22,856
+410
| +2% | +$43K | 0.01% | 1156 |
|
2025
Q1 | $2.22M | Sell |
22,446
-3,407
| -13% | -$336K | 0.01% | 1120 |
|
2024
Q4 | $2.73M | Sell |
25,853
-1
| -0% | -$105 | 0.01% | 972 |
|
2024
Q3 | $2.73M | Sell |
25,854
-1,348
| -5% | -$142K | 0.01% | 934 |
|
2024
Q2 | $2.7M | Sell |
27,202
-5,739
| -17% | -$569K | 0.01% | 907 |
|
2024
Q1 | $3.39M | Buy |
32,941
+319
| +1% | +$32.9K | 0.01% | 806 |
|
2023
Q4 | $3.07M | Sell |
32,622
-17,456
| -35% | -$1.64M | 0.01% | 803 |
|
2023
Q3 | $4.23M | Sell |
50,078
-39,962
| -44% | -$3.38M | 0.02% | 608 |
|
2023
Q2 | $7.97M | Sell |
90,040
-33,943
| -27% | -$3.01M | 0.04% | 389 |
|
2023
Q1 | $10.5M | Buy |
123,983
+69,055
| +126% | +$5.85M | 0.07% | 270 |
|
2022
Q4 | $4.49M | Buy |
54,928
+27,116
| +97% | +$2.22M | 0.03% | 524 |
|
2022
Q3 | $2.07M | Sell |
27,812
-842
| -3% | -$62.5K | 0.02% | 752 |
|
2022
Q2 | $2.19M | Sell |
28,654
-15,134
| -35% | -$1.16M | 0.02% | 712 |
|
2022
Q1 | $3.98M | Buy |
43,788
+14,316
| +49% | +$1.3M | 0.03% | 523 |
|
2021
Q4 | $2.82M | Sell |
29,472
-3,178
| -10% | -$304K | 0.02% | 620 |
|
2021
Q3 | $2.91M | Buy |
32,650
+2,990
| +10% | +$266K | 0.02% | 590 |
|
2021
Q2 | $2.7M | Buy |
29,660
+4,722
| +19% | +$430K | 0.02% | 594 |
|
2021
Q1 | $2.2M | Buy |
24,938
+58
| +0.2% | +$5.12K | 0.02% | 623 |
|
2020
Q4 | $1.94M | Sell |
24,880
-968
| -4% | -$75.3K | 0.02% | 604 |
|
2020
Q3 | $1.62M | Sell |
25,848
-1,798
| -7% | -$113K | 0.02% | 602 |
|
2020
Q2 | $1.66M | Buy |
27,646
+5,328
| +24% | +$320K | 0.02% | 560 |
|
2020
Q1 | $1.09M | Buy |
22,318
+5,212
| +30% | +$254K | 0.02% | 599 |
|
2019
Q4 | $1.19M | Buy |
17,106
+700
| +4% | +$48.6K | 0.02% | 656 |
|
2019
Q3 | $1.07M | Sell |
16,406
-1,394
| -8% | -$91K | 0.02% | 644 |
|
2019
Q2 | $1.17M | Buy |
17,800
+432
| +2% | +$28.3K | 0.02% | 661 |
|
2019
Q1 | $1.11M | Sell |
17,368
-306
| -2% | -$19.6K | 0.02% | 655 |
|
2018
Q4 | $988K | Buy |
17,674
+1,386
| +9% | +$77.5K | 0.02% | 646 |
|
2018
Q3 | $1.11M | Buy |
16,288
+1,690
| +12% | +$115K | 0.02% | 639 |
|
2018
Q2 | $960K | Buy |
14,598
+102
| +0.7% | +$6.71K | 0.02% | 579 |
|
2018
Q1 | $918K | Buy |
14,496
+2,002
| +16% | +$127K | 0.02% | 573 |
|
2017
Q4 | $799K | Buy |
12,494
+638
| +5% | +$40.8K | 0.02% | 625 |
|
2017
Q3 | $716K | Buy |
11,856
+1,070
| +10% | +$64.6K | 0.01% | 629 |
|
2017
Q2 | $634K | Buy |
+10,786
| New | +$634K | 0.01% | 683 |
|