NWAM LLC’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 | $285K | Hold |
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|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $262K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $232K | Buy |
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