Pacific Sage Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,182
| Closed | -$514K | – | 107 |
|
|
2024
Q2 | $514K | Hold |
5,182
| – | – | 0.13% | 51 |
|
|
2024
Q1 | $534K | Hold |
5,182
| – | – | 0.14% | 50 |
|
|
2023
Q4 | $487K | Hold |
5,182
| – | – | 0.13% | 51 |
|
|
2023
Q3 | $438K | Hold |
5,182
| – | – | 0.13% | 48 |
|
|
2023
Q2 | $459K | Hold |
5,182
| – | – | 0.14% | 46 |
|
|
2023
Q1 | $439K | Buy |
+5,182
| New | +$439K | 0.14% | 45 |
|