SCM
Stordahl Capital 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
Q2 | $543K | Buy |
5,176
+389
| +8% | +$40.8K | 0.12% | 36 |
|
|
2025
Q1 | $472K | Buy |
4,787
+272
| +6% | +$26.8K | 0.11% | 37 |
|
|
2024
Q4 | $476K | Buy |
4,515
+33
| +0.7% | +$3.48K | 0.11% | 35 |
|
|
2024
Q3 | $469K | Sell |
4,482
-29
| -0.6% | -$3.04K | 0.11% | 35 |
|
|
2024
Q2 | $447K | Buy |
4,511
+190
| +4% | +$18.8K | 0.11% | 36 |
|
|
2024
Q1 | $445K | Buy |
4,321
+419
| +11% | +$43.2K | 0.11% | 37 |
|
|
2023
Q4 | $367K | Buy |
3,902
+178
| +5% | +$16.7K | 0.1% | 40 |
|
|
2023
Q3 | $315K | Buy |
3,724
+112
| +3% | +$9.47K | 0.1% | 39 |
|
|
2023
Q2 | $320K | Buy |
3,612
+342
| +10% | +$30.3K | 0.09% | 39 |
|
|
2023
Q1 | $277K | Buy |
3,270
+1,706
| +109% | +$144K | 0.08% | 42 |
|
|
2022
Q4 | $256K | Buy |
1,564
+35
| +2% | +$5.73K | 0.08% | 42 |
|
|
2022
Q3 | $227K | Sell |
1,529
-2
| -0.1% | -$297 | 0.08% | 43 |
|
|
2022
Q2 | $235K | Sell |
1,531
-30
| -2% | -$4.61K | 0.09% | 46 |
|
|
2022
Q1 | $284K | Buy |
1,561
+117
| +8% | +$21.3K | 0.11% | 43 |
|
|
2021
Q4 | $277K | Sell |
1,444
-35
| -2% | -$6.71K | 0.1% | 42 |
|
|
2021
Q3 | $263K | Buy |
1,479
+67
| +5% | +$11.9K | 0.1% | 41 |
|
|
2021
Q2 | $257K | Sell |
1,412
-4
| -0.3% | -$728 | 0.1% | 43 |
|
|
2021
Q1 | $250K | Buy |
1,416
+39
| +3% | +$6.89K | 0.11% | 42 |
|
|
2020
Q4 | $214K | Buy |
+1,377
| New | +$214K | 0.1% | 44 |
|