Orion Portfolio Solutions’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
Q1 | $933K | Sell |
9,457
-7,054
| -43% | -$696K | 0.01% | 1121 |
|
|
2024
Q4 | $1.74M | Sell |
16,511
-8,608
| -34% | -$908K | 0.02% | 764 |
|
|
2024
Q3 | $2.65M | Buy |
+25,119
| New | +$2.65M | 0.03% | 549 |
|
|
2020
Q3 | – | Sell |
-80
| Closed | -$5K | – | 1247 |
|
|
2020
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q1 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 1374 |
|