Valued Retirements’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 | $227K | Hold |
2,158
| – | – | 0.26% | 82 |
|
|
2025
Q1 | $213K | Hold |
2,158
| – | – | 0.28% | 77 |
|
|
2024
Q4 | $228K | Hold |
2,158
| – | – | 0.31% | 70 |
|
|
2024
Q3 | $228K | Hold |
2,158
| – | – | 0.31% | 71 |
|
|
2024
Q2 | $214K | Hold |
2,158
| – | – | 0.32% | 66 |
|
|
2024
Q1 | $222K | Hold |
2,158
| – | – | 0.36% | 61 |
|
|
2023
Q4 | $203K | Buy |
+2,158
| New | +$203K | 0.35% | 65 |
|