WJWM
IVOO icon

Williams Jones Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Williams Jones Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,748
Closed -$243K – 561
2023
Q2 		$243K Buy
+2,748
New +$243K ﹤0.01% 448