Taylor Hoffman Wealth Management’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
Q2 | $591K | Buy |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $594K | Sell |
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|
2022
Q2 | $624K | Sell |
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|
2022
Q1 | $826K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $910K | Buy |
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|
2020
Q3 | $710K | Sell |
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|
2020
Q2 | $717K | Sell |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $940K | Buy |
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|
2019
Q3 | $826K | Buy |
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|
2019
Q2 | $758K | Buy |
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|
2019
Q1 | $662K | Buy |
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|
2018
Q4 | $471K | Buy |
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|
2018
Q3 | $533K | Buy |
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|
2018
Q2 | $489K | Buy |
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|
2018
Q1 | $419K | Buy |
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|
2017
Q4 | $381K | Buy |
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