Wealthspire Advisors (New York)’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 | $658K | Hold |
6,263
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $618K | Buy |
6,263
+1
| +0% | +$99 | ﹤0.01% | 468 |
|
|
2024
Q4 | $661K | Sell |
6,262
-619
| -9% | -$65.3K | 0.01% | 443 |
|
|
2024
Q3 | $727K | Buy |
6,881
+1,260
| +22% | +$133K | 0.01% | 426 |
|
|
2024
Q2 | $557K | Sell |
5,621
-60
| -1% | -$5.95K | 0.01% | 410 |
|
|
2024
Q1 | $585K | Sell |
5,681
-5,941
| -51% | -$612K | 0.01% | 397 |
|
|
2023
Q4 | $1.09M | Hold |
11,622
| – | – | 0.02% | 296 |
|
|
2023
Q3 | $982K | Hold |
11,622
| – | – | 0.02% | 281 |
|
|
2023
Q2 | $1.03M | Hold |
11,622
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $984K | Hold |
11,622
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $951K | Buy |
11,622
+5,702
| +96% | +$466K | 0.02% | 272 |
|
|
2022
Q3 | $440K | Buy |
+5,920
| New | +$440K | 0.01% | 356 |
|