Blue Trust Inc’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 | $4.41K | Hold |
42
| – | – | ﹤0.01% | 2019 |
|
|
2025
Q1 | $4.15K | Hold |
42
| – | – | ﹤0.01% | 2132 |
|
|
2024
Q4 | $4.43K | Sell |
42
-306
| -88% | -$32.3K | ﹤0.01% | 2107 |
|
|
2024
Q3 | $34.5K | Sell |
348
-112
| -24% | -$11.1K | ﹤0.01% | 1726 |
|
|
2024
Q2 | $47.4K | Hold |
460
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q1 | $47.4K | Hold |
460
| – | – | ﹤0.01% | 938 |
|
|
2023
Q4 | $39K | Hold |
460
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q3 | $41K | Sell |
460
-2,062
| -82% | -$184K | ﹤0.01% | 910 |
|
|
2023
Q2 | $214K | Buy |
2,522
+1,115
| +79% | +$94.6K | ﹤0.01% | 351 |
|
|
2023
Q1 | $230K | Sell |
1,407
-2,449
| -64% | -$400K | ﹤0.01% | 493 |
|
|
2022
Q4 | $287K | Buy |
3,856
+2,346
| +155% | +$175K | 0.01% | 362 |
|
|
2022
Q3 | $116K | Buy |
+1,510
| New | +$116K | ﹤0.01% | 479 |
|