PFG Advisors’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 | – | Sell |
-3,040
| Closed | -$300K | – | 697 |
|
|
2025
Q1 | $300K | Buy |
+3,040
| New | +$300K | 0.02% | 588 |
|
|
2023
Q3 | – | Sell |
-2,919
| Closed | -$258K | – | 648 |
|
|
2023
Q2 | $258K | Sell |
2,919
-1,702
| -37% | -$151K | 0.02% | 561 |
|
|
2023
Q1 | $391K | Sell |
4,621
-24,713
| -84% | -$2.09M | 0.03% | 438 |
|
|
2022
Q4 | $2.4M | Buy |
29,334
+13,124
| +81% | +$1.07M | 0.24% | 118 |
|
|
2022
Q3 | $1.2M | Buy |
+16,210
| New | +$1.2M | 0.14% | 190 |
|