Raelipskie Partnership’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 | $8.14M | Buy |
77,565
+6,850
| +10% | +$719K | 3.73% | 9 |
|
|
2025
Q1 | $6.98M | Buy |
70,715
+153
| +0.2% | +$15.1K | 3.59% | 8 |
|
|
2024
Q4 | $7.44M | Buy |
70,562
+3,730
| +6% | +$394K | 3.7% | 9 |
|
|
2024
Q3 | $7.06M | Buy |
66,832
+2,490
| +4% | +$263K | 3.44% | 10 |
|
|
2024
Q2 | $6.38M | Sell |
64,342
-480
| -0.7% | -$47.6K | 3.4% | 10 |
|
|
2024
Q1 | $6.68M | Buy |
64,822
+5,850
| +10% | +$603K | 3.8% | 9 |
|
|
2023
Q4 | $5.54M | Buy |
+58,972
| New | +$5.54M | 3.37% | 9 |
|