Sax Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
10,799
-478
| -4% | -$50.2K | 0.07% | 163 |
|
|
2025
Q1 | $1.11M | Sell |
11,277
-76
| -0.7% | -$7.5K | 0.08% | 129 |
|
|
2024
Q4 | $1.2M | Buy |
11,353
+6
| +0.1% | +$633 | 0.09% | 104 |
|
|
2024
Q3 | $1.2M | Buy |
11,347
+7
| +0.1% | +$739 | 0.11% | 79 |
|
|
2024
Q2 | $1.12M | Hold |
11,340
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $1.17M | Buy |
11,340
+5
| +0% | +$515 | 0.14% | 66 |
|
|
2023
Q4 | $1.07M | Buy |
11,335
+14
| +0.1% | +$1.32K | 0.17% | 70 |
|
|
2023
Q3 | $957K | Buy |
11,321
+6
| +0.1% | +$507 | 0.19% | 72 |
|
|
2023
Q2 | $1M | Hold |
11,315
| – | – | 0.2% | 67 |
|
|
2023
Q1 | $958K | Buy |
11,315
+5
| +0% | +$423 | 0.21% | 66 |
|
|
2022
Q4 | $925K | Sell |
11,310
-230
| -2% | -$18.8K | 0.21% | 61 |
|
|
2022
Q3 | $857K | Hold |
11,540
| – | – | 0.22% | 65 |
|
|
2022
Q2 | $884K | Buy |
11,540
+6
| +0.1% | +$460 | 0.22% | 70 |
|
|
2022
Q1 | $1.05M | Buy |
11,534
+4
| +0% | +$363 | 0.25% | 59 |
|
|
2021
Q4 | $1.1M | Buy |
11,530
+26
| +0.2% | +$2.49K | 0.23% | 65 |
|
|
2021
Q3 | $1.03M | Hold |
11,504
| – | – | 0.24% | 64 |
|
|
2021
Q2 | $1.05M | Buy |
11,504
+8
| +0.1% | +$728 | 0.36% | 52 |
|
|
2021
Q1 | $1.01M | Sell |
11,496
-100
| -0.9% | -$8.82K | 0.37% | 52 |
|
|
2020
Q4 | $902K | Buy |
+11,596
| New | +$902K | 0.41% | 53 |
|