Chicago Partners Investment Group’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 | $760K | Buy |
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|
2025
Q2 | $718K | Sell |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Buy |
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