RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.17M | Hold |
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|
2023
Q3 | $1.05M | Hold |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $759K | Hold |
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|
2022
Q4 | $768K | Hold |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $823K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $904K | Hold |
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|
2021
Q2 | $923K | Sell |
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|
2021
Q1 | $900K | Buy |
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|
2020
Q4 | $772K | Hold |
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|
2020
Q3 | $623K | Hold |
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|
2020
Q2 | $596K | Sell |
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|
2020
Q1 | $617K | Sell |
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|
2019
Q4 | $892K | Sell |
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|
2019
Q3 | $840K | Sell |
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|
2019
Q2 | $883K | Hold |
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|
2019
Q1 | $860K | Hold |
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|
2018
Q4 | $752K | Sell |
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|
2018
Q3 | $917K | Sell |
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|
2018
Q2 | $981K | Sell |
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|
2018
Q1 | $954K | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $310K | Buy |
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