Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-56
| Closed | -$4.29K | – | 346 |
|
|
2022
Q2 | $4.29K | Hold |
56
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $5.12K | Hold |
56
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 658 |
|
|
2021
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 607 |
|
|
2021
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 589 |
|