Pinnacle Bancorp’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 | $116K | Hold |
1,105
| – | – | 0.04% | 302 |
|
|
2025
Q1 | $109K | Hold |
1,105
| – | – | 0.04% | 302 |
|
|
2024
Q4 | $117K | Sell |
1,105
-12
| -1% | -$1.27K | 0.04% | 294 |
|
|
2024
Q3 | $118K | Buy |
1,117
+50
| +5% | +$5.28K | 0.03% | 283 |
|
|
2024
Q2 | $106K | Buy |
+1,067
| New | +$106K | 0.03% | 270 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$3K | – | 768 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 684 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 700 |
|
|
2021
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 682 |
|
|
2021
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 698 |
|