NewEdge Wealth’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 | $299K | Hold |
2,826
| – | – | ﹤0.01% | 834 |
|
|
2025
Q1 | $279K | Hold |
2,826
| – | – | 0.01% | 788 |
|
|
2024
Q4 | $298K | Hold |
2,826
| – | – | 0.01% | 768 |
|
|
2024
Q3 | $299K | Hold |
2,826
| – | – | 0.01% | 729 |
|
|
2024
Q2 | $280K | Sell |
2,826
-24
| -0.8% | -$2.38K | 0.01% | 654 |
|
|
2024
Q1 | $280K | Buy |
2,850
+24
| +0.8% | +$2.36K | 0.01% | 682 |
|
|
2023
Q4 | $266K | Hold |
2,826
| – | – | 0.01% | 643 |
|
|
2023
Q3 | $239K | Buy |
+2,826
| New | +$239K | 0.01% | 581 |
|