Summit Financial Strategies’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 | $1.04M | Hold |
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|
2025
Q1 | $982K | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $988K | Hold |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $937K | Hold |
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|
2023
Q3 | $842K | Hold |
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|
2023
Q2 | $883K | Hold |
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|
2023
Q1 | $844K | Hold |
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|
2022
Q4 | $815K | Buy |
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|
2022
Q3 | $704K | Buy |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $847K | Hold |
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|
2021
Q3 | $788K | Hold |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $654K | Hold |
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|
2020
Q3 | $528K | Sell |
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|
2020
Q2 | $511K | Buy |
|