Optimum Investment 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 | $99.3K | Sell |
|
|||||
|
2025
Q2 | $105K | Hold |
|
|||||
|
2025
Q1 | $98.7K | Hold |
|
|||||
|
2024
Q4 | $106K | Hold |
|
|||||
|
2024
Q3 | $106K | Hold |
|
|||||
|
2024
Q2 | $99.1K | Hold |
|
|||||
|
2024
Q1 | $103K | Hold |
|
|||||
|
2023
Q4 | $94K | Hold |
|
|||||
|
2023
Q3 | $84.5K | Hold |
|
|||||
|
2023
Q2 | $88.6K | Hold |
|
|||||
|
2023
Q1 | $84.7K | Hold |
|
|||||
|
2022
Q4 | $81.8K | Hold |
|
|||||
|
2022
Q3 | $74K | Hold |
|
|||||
|
2022
Q2 | $77K | Hold |
|
|||||
|
2022
Q1 | $91K | Hold |
|
|||||
|
2021
Q4 | $96K | Hold |
|
|||||
|
2021
Q3 | $89K | Hold |
|
|||||
|
2021
Q2 | $91K | Hold |
|
|||||
|
2021
Q1 | $88K | Hold |
|
|||||
|
2020
Q4 | $78K | Hold |
|
|||||
|
2020
Q3 | $63K | Hold |
|
|||||
|
2020
Q2 | $60K | Hold |
|
|||||
|
2020
Q1 | $49K | Hold |
|
|||||
|
2019
Q4 | $69K | Hold |
|
|||||
|
2019
Q3 | $65K | Hold |
|
|||||
|
2019
Q2 | $66K | Hold |
|
|||||
|
2019
Q1 | $64K | Hold |
|
|||||
|
2018
Q4 | $56K | Hold |
|
|||||
|
2018
Q3 | $68K | Hold |
|
|||||
|
2018
Q2 | $66K | Sell |
|
|||||
|
2018
Q1 | $76K | Buy |
|
|||||
|
2015
Q1 | $184K | Buy |
|
|||||
|
2014
Q4 | $156K | Buy |
|
|||||
|
2014
Q3 | $136K | Buy |
|
|||||
|
2014
Q2 | $83K | Buy |
|