Blue Trust Inc’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 | $4.64K | Hold |
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|
2025
Q2 | $4.41K | Hold |
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|
2025
Q1 | $4.14K | Hold |
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|
2024
Q4 | $4.43K | Sell |
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|
2024
Q3 | $34.5K | Sell |
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|
2024
Q2 | $47.4K | Hold |
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|
2024
Q1 | $47.4K | Hold |
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|
2023
Q4 | $39K | Hold |
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|
2023
Q3 | $41K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $116K | Buy |
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