WealthBridge Capital Management’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 | $1.14M | Sell |
10,853
-63
| -0.6% | -$6.61K | 0.29% | 68 |
|
|
2025
Q1 | $1.08M | Buy |
10,916
+171
| +2% | +$16.9K | 0.3% | 64 |
|
|
2024
Q4 | $1.13M | Buy |
10,745
+32
| +0.3% | +$3.38K | 0.31% | 62 |
|
|
2024
Q3 | $1.13M | Buy |
10,713
+14
| +0.1% | +$1.48K | 0.32% | 62 |
|
|
2024
Q2 | $1.06M | Sell |
10,699
-2,362
| -18% | -$234K | 0.35% | 58 |
|
|
2024
Q1 | $1.35M | Sell |
13,061
-118
| -0.9% | -$12.2K | 0.45% | 47 |
|
|
2023
Q4 | $1.24M | Sell |
13,179
-860
| -6% | -$80.8K | 0.46% | 47 |
|
|
2023
Q3 | $1.19M | Sell |
14,039
-194
| -1% | -$16.4K | 0.49% | 44 |
|
|
2023
Q2 | $1.26M | Sell |
14,233
-158
| -1% | -$14K | 0.5% | 43 |
|
|
2023
Q1 | $1.22M | Sell |
14,391
-275
| -2% | -$23.3K | 0.49% | 48 |
|
|
2022
Q4 | $1.2M | Sell |
14,666
-296
| -2% | -$24.2K | 0.5% | 46 |
|
|
2022
Q3 | $1.15M | Hold |
14,962
| – | – | 0.49% | 43 |
|
|
2022
Q2 | $1.15M | Sell |
14,962
-174
| -1% | -$13.3K | 0.49% | 43 |
|
|
2022
Q1 | $1.38M | Buy |
15,136
+24
| +0.2% | +$2.18K | 0.51% | 44 |
|
|
2021
Q4 | $1.45M | Sell |
15,112
-478
| -3% | -$45.8K | 0.54% | 45 |
|
|
2021
Q3 | $1.39M | Buy |
15,590
+252
| +2% | +$22.5K | 0.52% | 45 |
|
|
2021
Q2 | $1.4M | Hold |
15,338
| – | – | 0.51% | 44 |
|
|
2021
Q1 | $1.35M | Sell |
15,338
-1,630
| -10% | -$144K | 0.55% | 40 |
|
|
2020
Q4 | $1.32M | Sell |
16,968
-70
| -0.4% | -$5.45K | 0.58% | 38 |
|
|
2020
Q3 | $1.07M | Buy |
17,038
+152
| +0.9% | +$9.54K | 0.55% | 40 |
|
|
2020
Q2 | $1.02M | Buy |
16,886
+338
| +2% | +$20.3K | 0.58% | 39 |
|
|
2020
Q1 | $805K | Buy |
16,548
+582
| +4% | +$28.3K | 0.56% | 46 |
|
|
2019
Q4 | $1.11M | Sell |
15,966
-2,178
| -12% | -$151K | 0.72% | 34 |
|
|
2019
Q3 | $1.18M | Buy |
18,144
+576
| +3% | +$37.6K | 0.85% | 29 |
|
|
2019
Q2 | $983K | Sell |
17,568
-406
| -2% | -$22.7K | 0.9% | 28 |
|
|
2019
Q1 | $1.17M | Buy |
17,974
+406
| +2% | +$26.4K | 0.74% | 29 |
|
|
2018
Q4 | $983K | Buy |
+17,568
| New | +$983K | 0.75% | 28 |
|