Valeo Financial Advisors’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 | $1.33M | Buy |
12,675
+10,461
| +472% | +$1.1M | 0.03% | 233 |
|
|
2025
Q1 | $219K | Buy |
2,214
+1
| +0% | +$99 | 0.01% | 614 |
|
|
2024
Q4 | $233K | Buy |
+2,213
| New | +$233K | 0.01% | 609 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$218K | – | 538 |
|
|
2022
Q1 | $218K | Buy |
+2,400
| New | +$218K | 0.01% | 499 |
|
|
2021
Q2 | – | Sell |
-950
| Closed | -$84K | – | 1088 |
|
|
2021
Q1 | $84K | Hold |
950
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $74K | Hold |
950
| – | – | ﹤0.01% | 636 |
|
|
2020
Q3 | $60K | Hold |
950
| – | – | 0.01% | 587 |
|
|
2020
Q2 | $57K | Hold |
950
| – | – | 0.01% | 638 |
|
|
2020
Q1 | $51K | Buy |
950
+604
| +175% | +$32.4K | 0.01% | 581 |
|
|
2019
Q4 | $24K | Buy |
+346
| New | +$24K | ﹤0.01% | 860 |
|