Zhang Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
9,871
+4
| +0% | +$420 | 0.05% | 165 |
|
|
2025
Q1 | $974K | Buy |
9,867
+151
| +2% | +$14.9K | 0.05% | 158 |
|
|
2024
Q4 | $1.03M | Buy |
9,716
+5
| +0.1% | +$527 | 0.06% | 149 |
|
|
2024
Q3 | $1.03M | Sell |
9,711
-1,016
| -9% | -$107K | 0.06% | 144 |
|
|
2024
Q2 | $1.06M | Hold |
10,727
| – | – | 0.07% | 136 |
|
|
2024
Q1 | $1.1M | Buy |
10,727
+3,319
| +45% | +$342K | 0.08% | 135 |
|
|
2023
Q4 | $696K | Buy |
7,408
+3,808
| +106% | +$358K | 0.06% | 154 |
|
|
2023
Q3 | $304K | Hold |
3,600
| – | – | 0.03% | 201 |
|
|
2023
Q2 | $319K | Buy |
+3,600
| New | +$319K | 0.03% | 193 |
|