Soltis Investment Advisors’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 | $6.48M | Sell |
61,679
-16,771
| -21% | -$1.76M | 0.51% | 51 |
|
|
2025
Q1 | $7.74M | Sell |
78,450
-77,823
| -50% | -$7.68M | 0.69% | 34 |
|
|
2024
Q4 | $16.5M | Sell |
156,273
-16,224
| -9% | -$1.71M | 1.53% | 12 |
|
|
2024
Q3 | $18.2M | Sell |
172,497
-61,028
| -26% | -$6.45M | 1.78% | 10 |
|
|
2024
Q2 | $23.1M | Buy |
233,525
+24,179
| +12% | +$2.4M | 2.45% | 6 |
|
|
2024
Q1 | $21.6M | Buy |
209,346
+5,210
| +3% | +$537K | 2.41% | 5 |
|
|
2023
Q4 | $19.2M | Buy |
204,136
+42
| +0% | +$3.95K | 2.17% | 7 |
|
|
2023
Q3 | $17.3M | Sell |
204,094
-1,324
| -0.6% | -$112K | 2.22% | 7 |
|
|
2023
Q2 | $18.2M | Buy |
205,418
+22,917
| +13% | +$2.03M | 2.11% | 8 |
|
|
2023
Q1 | $15.5M | Buy |
+182,501
| New | +$15.5M | 1.97% | 12 |
|