American Trust’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

American Trust’s Portfolio IVOO Stock Details IVOO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$506K	Buy
2025 Q2	$464K	Buy
2025 Q1	–	Sell
2024 Q4	$493K	Buy
2024 Q1	–	Sell
2023 Q4	$622K	Buy
2023 Q3	$543K	Sell
2023 Q2	$586K	Buy
2023 Q1	$551K	Buy