Smartleaf Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$1.11K | – | 2935 |
|
|
2024
Q4 | $1.11K | Sell |
10
-216
| -96% | -$24K | ﹤0.01% | 2660 |
|
|
2024
Q3 | $23.9K | Hold |
226
| – | – | ﹤0.01% | 1253 |
|
|
2024
Q2 | $22.5K | Buy |
+226
| New | +$22.5K | ﹤0.01% | 994 |
|
|
2024
Q1 | – | Sell |
-297
| Closed | -$28.3K | – | 1873 |
|
|
2023
Q4 | $28.3K | Buy |
+297
| New | +$28.3K | 0.01% | 622 |
|