TLA
Tanglewood Legacy Advisors’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 | $86.3K | Hold |
822
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $81.1K | Hold |
822
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $86.7K | Hold |
822
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $86.8K | Hold |
822
| – | – | 0.04% | 130 |
|
|
2024
Q2 | $81.5K | Hold |
822
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $84.7K | Hold |
822
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $77.2K | Hold |
822
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $69.5K | Hold |
822
| – | – | 0.04% | 137 |
|
|
2023
Q2 | $72.8K | Hold |
822
| – | – | 0.04% | 134 |
|
|
2023
Q1 | $69.6K | Buy |
822
+411
| +100% | +$34.8K | 0.04% | 132 |
|
|
2022
Q4 | $67.2K | Buy |
+411
| New | +$67.2K | 0.05% | 114 |
|