Coastline 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.62M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.39M | Sell |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.59M | Buy |
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|
2019
Q4 | $2.27M | Buy |
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|
2019
Q3 | $2.07M | Buy |
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|
2019
Q2 | $2.01M | Buy |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.59M | Hold |
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|
2018
Q3 | $1.93M | Buy |
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|
2018
Q2 | $1.85M | Buy |
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|
2018
Q1 | $1.78M | Buy |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $936K | Buy |
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|
2017
Q1 | $911K | Buy |
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|
2016
Q4 | $815K | Buy |
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|
2016
Q3 | $751K | Buy |
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|
2016
Q2 | $521K | Buy |
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