WIM
Warwick Investment Management’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 | $2.85M | Buy |
27,167
+3,484
| +15% | +$366K | 0.55% | 29 |
|
|
2025
Q1 | $2.34M | Buy |
23,683
+6,953
| +42% | +$686K | 0.49% | 30 |
|
|
2024
Q4 | $1.77M | Buy |
16,730
+2,591
| +18% | +$273K | 0.36% | 32 |
|
|
2024
Q3 | $1.49M | Buy |
14,139
+1,337
| +10% | +$141K | 0.35% | 27 |
|
|
2024
Q2 | $1.27M | Sell |
12,802
-80
| -0.6% | -$7.93K | 0.3% | 36 |
|
|
2024
Q1 | $1.33M | Buy |
+12,882
| New | +$1.33M | 0.32% | 34 |
|