Bartlett & Co Wealth Management’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 | $787K | Sell |
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|
2025
Q2 | $800K | Buy |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $769K | Buy |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $694K | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.17M | Hold |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.06M | Sell |
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|
2020
Q3 | $2.28M | Hold |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $1.71M | Buy |
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|
2019
Q4 | $2.39M | Hold |
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|
2019
Q3 | $2.26M | Buy |
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|
2019
Q2 | $1.95M | Hold |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.7M | Hold |
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|
2018
Q3 | $2.08M | Sell |
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|
2018
Q2 | $2.03M | Sell |
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|
2018
Q1 | $1.99M | Buy |
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