Principal Securities’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 | $301K | Hold |
2,863
| – | – | 0.01% | 1062 |
|
|
2025
Q1 | $302K | Hold |
2,863
| – | – | 0.01% | 967 |
|
|
2024
Q4 | $302K | Hold |
2,863
| – | – | 0.01% | 961 |
|
|
2024
Q3 | $302K | Sell |
2,863
-272
| -9% | -$28.7K | 0.01% | 930 |
|
|
2024
Q2 | $311K | Sell |
3,135
-132
| -4% | -$13.1K | 0.01% | 866 |
|
|
2024
Q1 | $337K | Buy |
3,267
+924
| +39% | +$95.2K | 0.01% | 823 |
|
|
2023
Q4 | $220K | Buy |
+2,343
| New | +$220K | 0.01% | 905 |
|