Sittner & Nelson’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 | $1.16M | Hold |
11,050
| – | – | 0.47% | 41 |
|
|
2025
Q1 | $1.09M | Hold |
11,050
| – | – | 0.47% | 39 |
|
|
2024
Q4 | $1.17M | Hold |
11,050
| – | – | 0.51% | 37 |
|
|
2024
Q3 | $1.17M | Hold |
11,050
| – | – | 0.52% | 37 |
|
|
2024
Q2 | $1.1M | Hold |
11,050
| – | – | 0.54% | 32 |
|
|
2024
Q1 | $1.14M | Sell |
11,050
-236
| -2% | -$24.3K | 0.57% | 33 |
|
|
2023
Q4 | $1.06M | Buy |
11,286
+1,406
| +14% | +$132K | 0.57% | 35 |
|
|
2023
Q3 | $835K | Hold |
9,880
| – | – | 0.48% | 40 |
|
|
2023
Q2 | $875K | Hold |
9,880
| – | – | 0.48% | 40 |
|
|
2023
Q1 | $837K | Hold |
9,880
| – | – | 0.48% | 43 |
|
|
2022
Q4 | $808K | Hold |
9,880
| – | – | 0.49% | 40 |
|
|
2022
Q3 | $734K | Hold |
9,880
| – | – | 0.49% | 40 |
|
|
2022
Q2 | $756K | Hold |
9,880
| – | – | 0.49% | 43 |
|
|
2022
Q1 | $898K | Hold |
9,880
| – | – | 0.52% | 39 |
|
|
2021
Q4 | $946K | Hold |
9,880
| – | – | 0.55% | 38 |
|
|
2021
Q3 | $880K | Hold |
9,880
| – | – | 0.57% | 39 |
|
|
2021
Q2 | $899K | Sell |
9,880
-100
| -1% | -$9.1K | 0.63% | 36 |
|
|
2021
Q1 | $880K | Sell |
9,980
-200
| -2% | -$17.6K | 0.66% | 37 |
|
|
2020
Q4 | $792K | Buy |
+10,180
| New | +$792K | 0.71% | 37 |
|