Moser Wealth Advisors’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 | $66.2K | Hold |
631
| – | – | 0.03% | 99 |
|
|
2025
Q1 | $62.3K | Hold |
631
| – | – | 0.03% | 99 |
|
|
2024
Q4 | $66.6K | Hold |
631
| – | – | 0.03% | 90 |
|
|
2024
Q3 | $66.7K | Sell |
631
-125
| -17% | -$13.2K | 0.03% | 91 |
|
|
2024
Q2 | $74.9K | Hold |
756
| – | – | 0.04% | 88 |
|
|
2024
Q1 | $77.9K | Hold |
756
| – | – | 0.04% | 91 |
|
|
2023
Q4 | $71K | Hold |
756
| – | – | 0.05% | 86 |
|
|
2023
Q3 | $63.9K | Hold |
756
| – | – | 0.04% | 80 |
|
|
2023
Q2 | $66.9K | Buy |
+756
| New | +$66.9K | 0.05% | 80 |
|
|
2022
Q4 | $61.8K | Hold |
756
| – | – | 0.05% | 81 |
|
|
2022
Q3 | $56K | Hold |
756
| – | – | 0.04% | 84 |
|
|
2022
Q2 | $58K | Hold |
756
| – | – | 0.04% | 87 |
|
|
2022
Q1 | $69K | Hold |
756
| – | – | 0.04% | 86 |
|
|
2021
Q4 | $72K | Buy |
+756
| New | +$72K | 0.04% | 86 |
|