MWM
IVOO icon

Modera Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Modera Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,112
Closed -$202K – 473
2021
Q4 		$202K Buy
+2,112
New +$202K 0.01% 572