Riverpoint Wealth Management Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,980
| Closed | -$817K | – | 68 |
|
|
2021
Q2 | $817K | Buy |
8,980
+240
| +3% | +$21.8K | 0.23% | 42 |
|
|
2021
Q1 | $771K | Buy |
8,740
+436
| +5% | +$38.5K | 0.23% | 42 |
|
|
2020
Q4 | $646K | Buy |
8,304
+1,134
| +16% | +$88.2K | 0.2% | 46 |
|
|
2020
Q3 | $450K | Buy |
7,170
+2,582
| +56% | +$162K | 0.16% | 55 |
|
|
2020
Q2 | $276K | Buy |
4,588
+114
| +3% | +$6.86K | 0.11% | 62 |
|
|
2020
Q1 | $218K | Buy |
4,474
+608
| +16% | +$29.6K | 0.11% | 62 |
|
|
2019
Q4 | $269K | Buy |
3,866
+522
| +16% | +$36.3K | 0.11% | 66 |
|
|
2019
Q3 | $218K | Buy |
3,344
+232
| +7% | +$15.1K | 0.1% | 66 |
|
|
2019
Q2 | $204K | Buy |
+3,112
| New | +$204K | 0.09% | 63 |
|