Valeo Financial Advisors’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 | $1.33M | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $24K | Buy |
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