Zhang Financial’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
Q3
$1.04M Sell
2025
Q2
$1.04M Buy
2025
Q1
$974K Buy
2024
Q4
$1.03M Buy
2024
Q3
$1.03M Sell
2024
Q2
$1.06M Hold
2024
Q1
$1.1M Buy
2023
Q4
$696K Buy
2023
Q3
$304K Hold
2023
Q2
$319K Buy