TD Private Client Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
4,132
+355
| +9% | +$37.3K | 0.01% | 491 |
|
|
2025
Q1 | $373K | Buy |
3,777
+815
| +28% | +$80.4K | 0.01% | 493 |
|
|
2024
Q4 | $313K | Buy |
2,962
+83
| +3% | +$8.76K | 0.01% | 527 |
|
|
2024
Q3 | $304K | Buy |
2,879
+167
| +6% | +$17.6K | 0.01% | 528 |
|
|
2024
Q2 | $269K | Sell |
2,712
-28
| -1% | -$2.78K | 0.01% | 521 |
|
|
2024
Q1 | $282K | Sell |
2,740
-17
| -0.6% | -$1.75K | 0.01% | 530 |
|
|
2023
Q4 | $259K | Buy |
2,757
+795
| +41% | +$74.7K | 0.01% | 518 |
|
|
2023
Q3 | $166K | Buy |
1,962
+1,481
| +308% | +$125K | 0.01% | 575 |
|
|
2023
Q2 | $42.6K | Buy |
481
+147
| +44% | +$13K | ﹤0.01% | 810 |
|
|
2023
Q1 | $28.3K | Buy |
334
+10
| +3% | +$847 | ﹤0.01% | 882 |
|
|
2022
Q4 | $26.5K | Sell |
324
-2
| -0.6% | -$164 | ﹤0.01% | 873 |
|
|
2022
Q3 | $24.2K | Buy |
326
+44
| +16% | +$3.27K | ﹤0.01% | 876 |
|
|
2022
Q2 | $21.6K | Buy |
282
+140
| +99% | +$10.7K | ﹤0.01% | 906 |
|
|
2022
Q1 | $12.9K | Buy |
142
+32
| +29% | +$2.91K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $10.5K | Buy |
110
+20
| +22% | +$1.92K | ﹤0.01% | 911 |
|
|
2021
Q3 | $8.02K | Buy |
90
+16
| +22% | +$1.43K | ﹤0.01% | 927 |
|
|
2021
Q2 | $6.73K | Buy |
74
+4
| +6% | +$364 | ﹤0.01% | 935 |
|
|
2021
Q1 | $6.18K | Hold |
70
| – | – | ﹤0.01% | 915 |
|
|
2020
Q4 | $5.44K | Buy |
+70
| New | +$5.44K | ﹤0.01% | 885 |
|