MSI Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $71K | Buy |
1,270
+468
| +58% | +$26.2K | ﹤0.01% | 1647 |
|
|
2016
Q3 | $42K | Sell |
802
-288
| -26% | -$15.1K | ﹤0.01% | 1928 |
|
|
2016
Q2 | $55K | Buy |
1,090
+182
| +20% | +$9.18K | ﹤0.01% | 1768 |
|
|
2016
Q1 | $44K | Buy |
908
+872
| +2,422% | +$42.3K | ﹤0.01% | 1804 |
|
|
2015
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 3448 |
|
|
2015
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 2753 |
|
|
2015
Q2 | $2K | Sell |
36
-30
| -45% | -$1.67K | ﹤0.01% | 2764 |
|
|
2015
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 2611 |
|
|
2013
Q3 | – | Sell |
-168
| Closed | -$7K | – | 2346 |
|
|
2013
Q2 | $7K | Buy |
+168
| New | +$7K | ﹤0.01% | 1688 |
|