Valmark Advisers’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 | $3.38M | Buy |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $890K | Sell |
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|
2024
Q3 | $898K | Sell |
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|
2024
Q2 | $854K | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $891K | Buy |
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|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $216K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Buy |
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