TD Private Client Wealth’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 | $434K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $166K | Buy |
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|
2023
Q2 | $42.6K | Buy |
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|
2023
Q1 | $28.3K | Buy |
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|
2022
Q4 | $26.5K | Sell |
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|
2022
Q3 | $24.2K | Buy |
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|
2022
Q2 | $21.6K | Buy |
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|
2022
Q1 | $12.9K | Buy |
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|
2021
Q4 | $10.5K | Buy |
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|
2021
Q3 | $8.02K | Buy |
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|
2021
Q2 | $6.73K | Buy |
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|
2021
Q1 | $6.18K | Hold |
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|
2020
Q4 | $5.44K | Buy |
|