Personal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,812
| Closed | -$256K | – | 33 |
|
|
2022
Q1 | $256K | Hold |
2,812
| – | – | 0.11% | 70 |
|
|
2021
Q4 | $269K | Hold |
2,812
| – | – | 0.11% | 68 |
|
|
2021
Q3 | $250K | Hold |
2,812
| – | – | 0.11% | 71 |
|
|
2021
Q2 | $256K | Hold |
2,812
| – | – | 0.1% | 68 |
|
|
2021
Q1 | $248K | Buy |
+2,812
| New | +$248K | 0.11% | 67 |
|