Bellevue Asset Management’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 | $15.7K | Hold |
150
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $14.8K | Hold |
150
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $15.8K | Hold |
150
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $15.8K | Hold |
150
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $14.9K | Hold |
150
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $15.5K | Hold |
150
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $14.1K | Hold |
150
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $12.7K | Hold |
150
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $13.3K | Hold |
150
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $12.7K | Hold |
150
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $12.2K | Hold |
150
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $11K | Hold |
150
| – | – | 0.01% | 276 |
|
|
2022
Q2 | $12K | Hold |
150
| – | – | 0.01% | 282 |
|
|
2022
Q1 | $14K | Hold |
150
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $14K | Hold |
150
| – | – | 0.01% | 302 |
|
|
2021
Q3 | $13K | Hold |
150
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $14K | Hold |
150
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $13K | Hold |
150
| – | – | 0.01% | 334 |
|
|
2020
Q4 | $12K | Hold |
150
| – | – | 0.01% | 333 |
|
|
2020
Q3 | $9K | Hold |
150
| – | – | 0.01% | 340 |
|
|
2020
Q2 | $9K | Hold |
150
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $8K | Buy |
+150
| New | +$8K | 0.01% | 352 |
|