Plante Moran Financial Advisors’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 | $39.7K | Buy |
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|
2025
Q1 | $24.3K | Hold |
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|
2024
Q4 | $26K | Hold |
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|
2024
Q3 | $26K | Hold |
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|
2024
Q2 | $24.4K | Sell |
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|
2024
Q1 | $31.5K | Buy |
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|
2023
Q4 | $23.1K | Hold |
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|
2023
Q3 | $20.8K | Hold |
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|
2023
Q2 | $21.8K | Sell |
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|
2023
Q1 | $24.2K | Buy |
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|
2022
Q4 | $20.1K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $24K | Buy |
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