Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $110K | Buy |
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|
2024
Q4 | $64.9K | Hold |
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|
2024
Q3 | $65K | Hold |
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|
2024
Q2 | $61K | Hold |
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|
2024
Q1 | $63.4K | Hold |
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|
2023
Q4 | $57.8K | Hold |
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|
2023
Q3 | $52K | Buy |
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|
2023
Q2 | $37.5K | Hold |
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|
2023
Q1 | $35.9K | Hold |
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|
2022
Q4 | $34.7K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $32K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3.35K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $42K | Buy |
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|
2017
Q4 | $18K | Buy |
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|
2017
Q3 | $11K | Buy |
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|
2017
Q2 | $0 | Buy |
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