RWA Wealth Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

RWA Wealth Partners’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.29M	Hold	12,252	–	–	0.02%	293
2025 Q1	$1.21M	Hold	12,252	–	–	0.02%	292
2024 Q4	$1.29M	Sell	12,252 -221	-2%	-$23.3K	0.02%	290
2024 Q3	$1.32M	Sell	12,473 -224	-2%	-$23.7K	0.02%	288
2024 Q2	$1.26M	Buy	12,697 +221	+2%	+$21.9K	0.02%	278
2024 Q1	$1.29M	Hold	12,476	–	–	0.02%	277
2023 Q4	$1.17M	Hold	12,476	–	–	0.02%	272
2023 Q3	$1.05M	Hold	12,476	–	–	0.02%	190
2023 Q2	$1.1M	Buy	12,476 +3,518	+39%	+$312K	0.02%	164
2023 Q1	$759K	Hold	8,958	–	–	0.02%	147
2022 Q4	$768K	Hold	8,958	–	–	0.02%	150
2022 Q3	$666K	Sell	8,958 -1,788	-17%	-$133K	0.05%	146
2022 Q2	$823K	Sell	10,746 -1,152	-10%	-$88.2K	0.06%	134
2022 Q1	$1.08M	Sell	11,898 -36	-0.3%	-$3.27K	0.07%	131
2021 Q4	$1.14M	Buy	11,934 +1,788	+18%	+$171K	0.08%	125
2021 Q3	$904K	Hold	10,146	–	–	0.07%	136
2021 Q2	$923K	Sell	10,146 -60	-0.6%	-$5.46K	0.07%	136
2021 Q1	$900K	Buy	10,206 +284	+3%	+$25K	0.07%	128
2020 Q4	$772K	Hold	9,922	–	–	0.07%	134
2020 Q3	$623K	Hold	9,922	–	–	0.07%	135
2020 Q2	$596K	Sell	9,922 -2,762	-22%	-$166K	0.07%	132
2020 Q1	$617K	Sell	12,684 -160	-1%	-$7.78K	0.09%	124
2019 Q4	$892K	Sell	12,844 -30	-0.2%	-$2.08K	0.09%	126
2019 Q3	$840K	Sell	12,874 -574	-4%	-$37.5K	0.09%	132
2019 Q2	$883K	Hold	13,448	–	–	0.09%	130
2019 Q1	$860K	Hold	13,448	–	–	0.1%	128
2018 Q4	$752K	Sell	13,448 -42	-0.3%	-$2.35K	0.1%	128
2018 Q3	$917K	Sell	13,490 -1,430	-10%	-$97.2K	0.1%	118
2018 Q2	$981K	Sell	14,920 -142	-0.9%	-$9.34K	0.11%	124
2018 Q1	$954K	Sell	15,062 -1,000	-6%	-$63.3K	0.12%	114
2017 Q4	$1.03M	Buy	16,062 +11,264	+235%	+$720K	0.12%	117
2017 Q3	$290K	Buy	4,798 +282	+6%	+$17K	0.03%	196
2017 Q2	$265K	Sell	4,516 -844	-16%	-$49.5K	0.03%	167
2017 Q1	$310K	Buy	+5,360	New	+$310K	0.04%	154