WCFA
Walkner Condon Financial Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Hold |
6,596
| – | – | 0.13% | 126 |
|
|
2025
Q1 | $651K | Sell |
6,596
-100
| -1% | -$9.87K | 0.13% | 121 |
|
|
2024
Q4 | $706K | Buy |
6,696
+291
| +5% | +$30.7K | 0.14% | 119 |
|
|
2024
Q3 | $677K | Sell |
6,405
-125
| -2% | -$13.2K | 0.14% | 128 |
|
|
2024
Q2 | $647K | Hold |
6,530
| – | – | 0.14% | 119 |
|
|
2024
Q1 | $673K | Buy |
6,530
+185
| +3% | +$19.1K | 0.14% | 124 |
|
|
2023
Q4 | $596K | Buy |
6,345
+70
| +1% | +$6.58K | 0.14% | 132 |
|
|
2023
Q3 | $530K | Sell |
6,275
-70
| -1% | -$5.92K | 0.14% | 128 |
|
|
2023
Q2 | $562K | Hold |
6,345
| – | – | 0.15% | 119 |
|
|
2023
Q1 | $537K | Buy |
6,345
+3,172
| +100% | +$269K | 0.15% | 120 |
|
|
2022
Q4 | $519K | Buy |
3,173
+50
| +2% | +$8.18K | 0.16% | 119 |
|
|
2022
Q3 | $464K | Hold |
3,123
| – | – | 0.15% | 124 |
|
|
2022
Q2 | $478K | Buy |
3,123
+32
| +1% | +$4.9K | 0.15% | 124 |
|
|
2022
Q1 | $562K | Sell |
3,091
-470
| -13% | -$85.5K | 0.16% | 117 |
|
|
2021
Q4 | $682K | Buy |
3,561
+21
| +0.6% | +$4.02K | 0.44% | 57 |
|
|
2021
Q3 | $630K | Buy |
3,540
+2
| +0.1% | +$356 | 0.31% | 71 |
|
|
2021
Q2 | $645K | Buy |
3,538
+73
| +2% | +$13.3K | 0.24% | 79 |
|
|
2021
Q1 | $611K | Sell |
3,465
-124
| -3% | -$21.9K | 0.24% | 85 |
|
|
2020
Q4 | $558K | Buy |
3,589
+751
| +26% | +$117K | 0.24% | 75 |
|
|
2020
Q3 | $356K | Buy |
+2,838
| New | +$356K | 0.19% | 88 |
|