Verum 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 | $274K | Buy |
2,610
+7
| +0.3% | +$735 | 0.06% | 140 |
|
|
2025
Q1 | $257K | Buy |
2,603
+8
| +0.3% | +$789 | 0.07% | 136 |
|
|
2024
Q4 | $274K | Buy |
2,595
+16
| +0.6% | +$1.69K | 0.08% | 130 |
|
|
2024
Q3 | $272K | Buy |
2,579
+8
| +0.3% | +$845 | 0.08% | 132 |
|
|
2024
Q2 | $255K | Sell |
2,571
-6
| -0.2% | -$595 | 0.08% | 131 |
|
|
2024
Q1 | $265K | Sell |
2,577
-1,941
| -43% | -$200K | 0.09% | 127 |
|
|
2023
Q4 | $425K | Buy |
4,518
+17
| +0.4% | +$1.6K | 0.17% | 87 |
|
|
2023
Q3 | $380K | Buy |
4,501
+7
| +0.2% | +$592 | 0.17% | 85 |
|
|
2023
Q2 | $398K | Hold |
4,494
| – | – | 0.36% | 55 |
|
|
2023
Q1 | $381K | Sell |
4,494
-4
| -0.1% | -$339 | 0.41% | 45 |
|
|
2022
Q4 | $368K | Buy |
+4,498
| New | +$368K | 0.45% | 46 |
|