WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,648
| Closed | -$139K | – | 91 |
|
|
2023
Q3 | $139K | Buy |
1,648
+124
| +8% | +$10.5K | 0.04% | 71 |
|
|
2023
Q2 | $135K | Hold |
1,524
| – | – | 0.04% | 69 |
|
|
2023
Q1 | $129K | Sell |
1,524
-32
| -2% | -$2.71K | 0.04% | 71 |
|
|
2022
Q4 | $127K | Hold |
1,556
| – | – | 0.04% | 73 |
|
|
2022
Q3 | $116K | Hold |
1,556
| – | – | 0.04% | 67 |
|
|
2022
Q2 | $119K | Hold |
1,556
| – | – | 0.04% | 71 |
|
|
2022
Q1 | $141K | Sell |
1,556
-662
| -30% | -$60K | 0.04% | 76 |
|
|
2021
Q4 | $212K | Hold |
2,218
| – | – | 0.06% | 72 |
|
|
2021
Q3 | $198K | Buy |
+2,218
| New | +$198K | 0.06% | 61 |
|
|
2021
Q1 | $218K | Sell |
2,476
-58
| -2% | -$5.11K | 0.08% | 49 |
|
|
2020
Q4 | $197K | Buy |
+2,534
| New | +$197K | 0.08% | 50 |
|