Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $810K | Buy |
|
|||||
|
2021
Q3 | $753K | Sell |
|
|||||
|
2021
Q2 | $817K | Sell |
|
|||||
|
2021
Q1 | $841K | Sell |
|
|||||
|
2020
Q4 | $758K | Buy |
|
|||||
|
2020
Q3 | $518K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $134K | Buy |
|
|||||
|
2019
Q4 | $151K | Sell |
|
|||||
|
2019
Q3 | $173K | Hold |
|
|||||
|
2019
Q2 | $174K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $146K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $170K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $9K | Hold |
|
|||||
|
2016
Q3 | $8K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $7K | Hold |
|
|||||
|
2014
Q4 | $7K | Buy |
|