Waldron Private Wealth’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 | $354K | Hold |
3,369
| – | – | 0.02% | 232 |
|
|
2025
Q1 | $333K | Buy |
3,369
+325
| +11% | +$32.1K | 0.02% | 233 |
|
|
2024
Q4 | $321K | Hold |
3,044
| – | – | 0.01% | 319 |
|
|
2024
Q3 | $323K | Hold |
3,044
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $303K | Hold |
3,044
| – | – | 0.01% | 309 |
|
|
2024
Q1 | $314K | Hold |
3,044
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $286K | Buy |
+3,044
| New | +$286K | 0.01% | 320 |
|