Moser Wealth 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 | $66.2K | Hold |
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|
2025
Q1 | $62.3K | Hold |
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|
2024
Q4 | $66.6K | Hold |
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|
2024
Q3 | $66.7K | Sell |
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|
2024
Q2 | $74.9K | Hold |
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|
2024
Q1 | $77.9K | Hold |
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|
2023
Q4 | $71K | Hold |
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|
2023
Q3 | $63.9K | Hold |
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|
2023
Q2 | $66.9K | Buy |
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|
2022
Q4 | $61.8K | Hold |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $72K | Buy |
|