Cambridge Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $323K | Hold |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $392K | Sell |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $381K | Buy |
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