Plante Moran Financial Advisors’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 | $39.7K | Buy |
378
+132
| +54% | +$13.9K | ﹤0.01% | 375 |
|
|
2025
Q1 | $24.3K | Hold |
246
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $26K | Hold |
246
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $26K | Hold |
246
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $24.4K | Sell |
246
-60
| -20% | -$5.95K | ﹤0.01% | 449 |
|
|
2024
Q1 | $31.5K | Buy |
306
+60
| +24% | +$6.18K | ﹤0.01% | 426 |
|
|
2023
Q4 | $23.1K | Hold |
246
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $20.8K | Hold |
246
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $21.8K | Sell |
246
-40
| -14% | -$3.54K | ﹤0.01% | 429 |
|
|
2023
Q1 | $24.2K | Buy |
286
+40
| +16% | +$3.39K | ﹤0.01% | 410 |
|
|
2022
Q4 | $20.1K | Hold |
246
| – | – | ﹤0.01% | 457 |
|
|
2022
Q3 | $18K | Hold |
246
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $19K | Hold |
246
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $22K | Hold |
246
| – | – | ﹤0.01% | 480 |
|
|
2021
Q4 | $24K | Buy |
+246
| New | +$24K | ﹤0.01% | 512 |
|