NewEdge 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 | $302K | Sell |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $213K | Buy |
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|
2023
Q4 | $6.39K | Sell |
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|
2023
Q3 | $548K | Buy |
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|
2023
Q2 | $6.02K | Hold |
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|
2023
Q1 | $5.76K | Hold |
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|
2022
Q4 | $6 | Buy |
|