PACK Private Wealth’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
Q2 | $848K | Sell |
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|
2025
Q1 | $837K | Hold |
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|
2024
Q4 | $895K | Hold |
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|
2024
Q3 | $896K | Buy |
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $863K | Buy |
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|
2023
Q4 | $784K | Buy |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $663K | Hold |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $525K | Hold |
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|
2022
Q1 | $623K | Hold |
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|
2021
Q4 | $657K | Buy |
|