Phillips Financial Management’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
Q3 | $3.73M | Sell |
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|
2025
Q2 | $4.16M | Hold |
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|
2025
Q1 | $3.91M | Buy |
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|
2024
Q4 | $4.14M | Sell |
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|
2024
Q3 | $4.94M | Sell |
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|
2024
Q2 | $4.69M | Buy |
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|
2024
Q1 | $4.86M | Buy |
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|
2023
Q4 | $3.69M | Buy |
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|
2023
Q3 | $3.23M | Sell |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $4.32M | Buy |
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|
2022
Q4 | $4.07M | Sell |
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|
2022
Q3 | $3.83M | Sell |
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|
2022
Q2 | $3.96M | Hold |
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|
2022
Q1 | $4.7M | Buy |
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|
2021
Q4 | $4.6M | Sell |
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|
2021
Q3 | $4.29M | Sell |
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|
2021
Q2 | $4.43M | Sell |
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|
2021
Q1 | $4.34M | Buy |
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|
2020
Q4 | $3.55M | Buy |
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|
2020
Q3 | $2.74M | Sell |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $1.56M | Buy |
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|
2019
Q4 | $2.17M | Sell |
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|
2019
Q3 | $2.13M | Sell |
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|
2019
Q2 | $2.18M | Buy |
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|
2019
Q1 | $2.08M | Sell |
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|
2018
Q4 | $1.86M | Buy |
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|
2018
Q3 | $2.19M | Buy |
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|
2018
Q2 | $2.14M | Sell |
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|
2018
Q1 | $2.03M | Buy |
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|
2017
Q4 | $1.92M | Sell |
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|
2017
Q3 | $1.87M | Hold |
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|
2017
Q2 | $1.87M | Sell |
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|
2017
Q1 | $1.79M | Buy |
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|
2016
Q4 | $1.78M | Sell |
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|
2016
Q3 | $1.68M | Sell |
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|
2016
Q2 | $1.79M | Sell |
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|
2016
Q1 | $1.69M | Buy |
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|
2015
Q4 | $1.47M | Sell |
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|
2015
Q3 | $1.65M | Sell |
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|
2015
Q2 | $1.98M | Sell |
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|
2015
Q1 | $2.02M | Sell |
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|
2014
Q4 | $2.24M | Sell |
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|
2014
Q3 | $2.58M | Sell |
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|
2014
Q2 | $2.88M | Sell |
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|
2014
Q1 | $2.77M | Buy |
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|
2013
Q4 | $2.64M | Sell |
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|
2013
Q3 | $2.62M | Sell |
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|
2013
Q2 | $2.55M | Buy |
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