Wealthspire Advisors (New York)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $661K | Sell |
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|
2024
Q3 | $727K | Buy |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $1.09M | Hold |
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|
2023
Q3 | $982K | Hold |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $984K | Hold |
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|
2022
Q4 | $951K | Buy |
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|
2022
Q3 | $440K | Buy |
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