Pinnacle Associates’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
Q2 | $330K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $293K | Hold |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $266K | Hold |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $282K | Hold |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $640K | Sell |
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|
2019
Q2 | $725K | Hold |
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|
2019
Q1 | $706K | Sell |
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|
2018
Q4 | $640K | Sell |
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|
2018
Q3 | $796K | Hold |
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|
2018
Q2 | $770K | Buy |
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|
2018
Q1 | $535K | Buy |
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