Vertex Planning Partners’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 | $304K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $237K | Buy |
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