Phoenix Financial’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 | $1.57M | Sell |
15,000
-21,252
| -59% | -$2.23M | 0.02% | 202 |
|
|
2025
Q1 | $3.58M | Sell |
36,252
-10,723
| -23% | -$1.06M | 0.05% | 146 |
|
|
2024
Q4 | $4.96M | Sell |
46,975
-17,445
| -27% | -$1.84M | 0.07% | 132 |
|
|
2024
Q3 | $6.8M | Buy |
64,420
+982
| +2% | +$104K | 0.1% | 113 |
|
|
2024
Q2 | $6.29M | Buy |
63,438
+400
| +0.6% | +$39.6K | 0.1% | 118 |
|
|
2024
Q1 | $6.5M | Buy |
63,038
+15,830
| +34% | +$1.63M | 0.09% | 110 |
|
|
2023
Q4 | $4.44M | Sell |
47,208
-155
| -0.3% | -$14.6K | 0.07% | 127 |
|
|
2023
Q3 | $4M | Sell |
47,363
-97
| -0.2% | -$8.2K | 0.07% | 116 |
|
|
2023
Q2 | $4.2M | Sell |
47,460
-28,502
| -38% | -$2.52M | 0.09% | 100 |
|
|
2023
Q1 | $6.43M | Buy |
+75,962
| New | +$6.43M | 0.14% | 71 |
|