Sax Wealth Advisors’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
Q3 | $1.15M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $957K | Buy |
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|
2023
Q2 | $1M | Hold |
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|
2023
Q1 | $958K | Buy |
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|
2022
Q4 | $925K | Sell |
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|
2022
Q3 | $857K | Hold |
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|
2022
Q2 | $884K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $902K | Buy |
|