Simon Quick 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 | $921K | Sell |
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|
2025
Q2 | $944K | Sell |
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|
2025
Q1 | $949K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $2.62M | Sell |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $2.84M | Hold |
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|
2022
Q2 | $3.23M | Buy |
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