Simplicity Solutions’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.2M | Buy |
+12,740
| New | +$1.2M | 0.03% | 400 |
|
|
2023
Q2 | – | Sell |
-18,473
| Closed | -$1.56M | – | 1135 |
|
|
2023
Q1 | $1.56M | Buy |
+18,473
| New | +$1.56M | 0.04% | 367 |
|
|
2019
Q2 | – | Sell |
-4,048
| Closed | -$259K | – | 765 |
|
|
2019
Q1 | $259K | Buy |
+4,048
| New | +$259K | 0.02% | 588 |
|