O'Rourke & Company’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 | $710K | Sell |
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|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $779K | Buy |
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|
2024
Q2 | $730K | Hold |
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|
2024
Q1 | $759K | Buy |
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|
2023
Q4 | $692K | Buy |
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|
2023
Q3 | $622K | Sell |
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|
2023
Q2 | $668K | Hold |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $698K | Buy |
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