New England Private 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
Q3 | $332K | Buy |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $332K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $402K | Hold |
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|
2019
Q1 | $392K | Buy |
|