Baird Financial Group’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 | $553K | Buy |
5,264
+471
| +10% | +$49.4K | ﹤0.01% | 1387 |
|
|
2025
Q1 | $473K | Buy |
4,793
+1,131
| +31% | +$112K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $386K | Sell |
3,662
-199
| -5% | -$21K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $408K | Buy |
3,861
+368
| +11% | +$38.9K | ﹤0.01% | 1452 |
|
|
2024
Q2 | $346K | Buy |
3,493
+762
| +28% | +$75.5K | ﹤0.01% | 1513 |
|
|
2024
Q1 | $281K | Sell |
2,731
-9,248
| -77% | -$953K | ﹤0.01% | 1573 |
|
|
2023
Q4 | $1.13M | Buy |
+11,979
| New | +$1.13M | ﹤0.01% | 1098 |
|
|
2023
Q2 | – | Sell |
-2,933
| Closed | -$248K | – | 1723 |
|
|
2023
Q1 | $248K | Buy |
+2,933
| New | +$248K | ﹤0.01% | 1553 |
|