&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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.53M | Buy |
23,914
+12,216
| +104% | +$1.29M | 0.02% | 576 |
|
2025
Q1 | $1.15M | Buy |
11,698
+37
| +0.3% | +$3.65K | 0.01% | 771 |
|
2024
Q4 | $1.24M | Buy |
11,661
+3,314
| +40% | +$353K | 0.01% | 677 |
|
2024
Q3 | $882K | Buy |
8,347
+340
| +4% | +$35.9K | 0.02% | 613 |
|
2024
Q2 | $794K | Buy |
+8,007
| New | +$794K | 0.03% | 406 |
|