Bristlecone Advisors’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 | $216K | Hold |
2,058
| – | – | 0.02% | 215 |
|
|
2025
Q1 | $203K | Hold |
2,058
| – | – | 0.02% | 273 |
|
|
2024
Q4 | $217K | Hold |
2,058
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $217K | Hold |
2,058
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $204K | Buy |
+2,058
| New | +$204K | 0.02% | 271 |
|
|
2023
Q3 | – | Sell |
-2,058
| Closed | -$182K | – | 269 |
|
|
2023
Q2 | $182K | Hold |
2,058
| – | – | 0.02% | 263 |
|
|
2023
Q1 | $174K | Buy |
+2,058
| New | +$174K | 0.02% | 263 |
|
|
2020
Q4 | – | Sell |
-2,058
| Closed | -$129K | – | 200 |
|
|
2020
Q3 | $129K | Buy |
+2,058
| New | +$129K | 0.02% | 184 |
|
|
2017
Q4 | – | Sell |
-2,758
| Closed | -$167K | – | 206 |
|
|
2017
Q3 | $167K | Buy |
+2,758
| New | +$167K | 0.05% | 145 |
|
|
2017
Q1 | – | Sell |
-3,618
| Closed | -$201K | – | 153 |
|
|
2016
Q4 | $201K | Buy |
+3,618
| New | +$201K | 0.07% | 149 |
|