Vertex Planning Partners’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 | $304K | Hold |
2,900
| – | – | 0.06% | 149 |
|
|
2025
Q1 | $286K | Hold |
2,900
| – | – | 0.06% | 149 |
|
|
2024
Q4 | $306K | Hold |
2,900
| – | – | 0.07% | 146 |
|
|
2024
Q3 | $306K | Hold |
2,900
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $287K | Hold |
2,900
| – | – | 0.07% | 126 |
|
|
2024
Q1 | $299K | Hold |
2,900
| – | – | 0.08% | 126 |
|
|
2023
Q4 | $273K | Hold |
2,900
| – | – | 0.08% | 125 |
|
|
2023
Q3 | $245K | Hold |
2,900
| – | – | 0.08% | 118 |
|
|
2023
Q2 | $257K | Hold |
2,900
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $246K | Hold |
2,900
| – | – | 0.09% | 106 |
|
|
2022
Q4 | $237K | Buy |
+2,900
| New | +$237K | 0.09% | 135 |
|