Moneta Group Investment Advisors’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
Q2 | $6.38M | Buy |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $820K | Buy |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $329K | Hold |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $252K | Sell |
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|
2018
Q4 | $221K | Buy |
|