Walkner Condon Financial Advisors’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 | $692K | Hold |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $706K | Buy |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $647K | Hold |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $562K | Hold |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $464K | Hold |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $630K | Buy |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $356K | Buy |
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