Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,963
| Closed | -$207K | – | 1209 |
|
|
2024
Q3 | $207K | Sell |
1,963
-632
| -24% | -$66.8K | 0.01% | 1122 |
|
|
2024
Q2 | $257K | Sell |
2,595
-205
| -7% | -$20.3K | 0.01% | 982 |
|
|
2024
Q1 | $289K | Buy |
+2,800
| New | +$289K | 0.01% | 976 |
|
|
2023
Q4 | – | Sell |
-2,373
| Closed | -$201K | – | 1016 |
|
|
2023
Q3 | $201K | Buy |
+2,373
| New | +$201K | 0.01% | 1093 |
|