Bristlecone Advisors’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 | $227K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $174K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $129K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $167K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Buy |
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