Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-482
| Closed | -$43K | – | 1208 |
|
|
2021
Q1 | $43K | Buy |
+482
| New | +$43K | ﹤0.01% | 926 |
|
|
2020
Q2 | – | Sell |
-478
| Closed | -$23K | – | 862 |
|
|
2020
Q1 | $23K | Hold |
478
| – | – | ﹤0.01% | 698 |
|
|
2019
Q4 | $33K | Buy |
478
+4
| +0.8% | +$276 | ﹤0.01% | 637 |
|
|
2019
Q3 | $31K | Buy |
+474
| New | +$31K | ﹤0.01% | 642 |
|