Wellesley Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $570K | Sell |
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|
2019
Q3 | $555K | Sell |
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|
2019
Q2 | $585K | Sell |
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|
2019
Q1 | $601K | Hold |
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|
2018
Q4 | $526K | Hold |
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|
2018
Q3 | $639K | Sell |
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|
2018
Q2 | $643K | Buy |
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|
2018
Q1 | $596K | Sell |
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|
2017
Q4 | $620K | Hold |
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|
2017
Q3 | $586K | Sell |
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|
2017
Q2 | $592K | Sell |
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|
2017
Q1 | $703K | Sell |
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|
2016
Q4 | $751K | Buy |
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|
2016
Q3 | $596K | Sell |
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|
2016
Q2 | $676K | Sell |
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|
2016
Q1 | $810K | Sell |
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|
2015
Q4 | $789K | Buy |
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