Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $825K | Hold |
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|
2023
Q1 | $789K | Hold |
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|
2022
Q4 | $762K | Hold |
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|
2022
Q3 | $691K | Hold |
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|
2022
Q2 | $713K | Hold |
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|
2022
Q1 | $847K | Hold |
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|
2021
Q4 | $892K | Hold |
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|
2021
Q3 | $830K | Hold |
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|
2021
Q2 | $848K | Hold |
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|
2021
Q1 | $822K | Buy |
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|
2020
Q4 | $668K | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $525K | Sell |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $670K | Hold |
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|
2019
Q3 | $629K | Hold |
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|
2019
Q2 | $632K | Sell |
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|
2019
Q1 | $639K | Hold |
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|
2018
Q4 | $557K | Sell |
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|
2018
Q3 | $680K | Hold |
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|
2018
Q2 | $659K | Hold |
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|
2018
Q1 | $635K | Sell |
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|
2017
Q4 | $697K | Buy |
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