Bartlett & Co’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bartlett & Co’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
2023 Q4	$1.41M	Buy
2023 Q3	$1.18M	Sell
2023 Q2	$1.27M	Buy
2023 Q1	$1.21M	Buy
2022 Q4	$1.11M	Sell
2022 Q3	$1.04M	Buy
2022 Q2	$1M	Buy
2022 Q1	$1.11M	Hold
2021 Q4	$1.17M	Hold
2021 Q3	$1.09M	Hold
2021 Q2	$1.11M	Sell
2021 Q1	$2.32M	Sell
2020 Q4	$2.06M	Sell
2020 Q3	$2.28M	Hold
2020 Q2	$2.18M	Buy
2020 Q1	$1.71M	Buy
2019 Q3	$2.25M	Buy
2019 Q2	$1.94M	Hold
2019 Q1	$1.89M	Sell
2018 Q4	$1.7M	Hold
2018 Q3	$2.07M	Sell
2018 Q2	$2.02M	Sell
2018 Q1	$1.99M	Hold
2017 Q4	$2.01M	Hold
2017 Q3	$1.9M	Buy
2017 Q2	$856K	Hold
2017 Q1	$843K	Hold
2016 Q4	$811K	Hold
2016 Q3	$762K	Hold
2016 Q2	$731K	Hold
2016 Q1	$708K	Hold
2015 Q4	$684K	Hold
2015 Q3	$670K	Hold
2015 Q2	$739K	Hold
2015 Q1	$747K	Sell
2014 Q4	$764K	Hold
2014 Q3	$728K	Hold
2014 Q2	$758K	Hold
2014 Q1	$727K	Hold
2013 Q4	$707K	Hold
2013 Q3	$658K	Hold
2013 Q2	$611K	Buy