Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $992K | Buy |
|
|||||
|
2024
Q2 | $916K | Buy |
|
|||||
|
2024
Q1 | $941K | Buy |
|
|||||
|
2023
Q4 | $840K | Buy |
|
|||||
|
2023
Q3 | $709K | Sell |
|
|||||
|
2023
Q2 | $915K | Sell |
|
|||||
|
2023
Q1 | $880K | Sell |
|
|||||
|
2022
Q4 | $1.01M | Buy |
|
|||||
|
2022
Q3 | $895K | Sell |
|
|||||
|
2022
Q2 | $1.21M | Buy |
|
|||||
|
2022
Q1 | $1.43M | Buy |
|
|||||
|
2021
Q4 | $967K | Buy |
|
|||||
|
2021
Q3 | $830K | Buy |
|
|||||
|
2021
Q2 | $833K | Sell |
|
|||||
|
2021
Q1 | $897K | Buy |
|
|||||
|
2020
Q4 | $703K | Buy |
|