Colonial 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 | $92.3K | Hold |
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|
2025
Q1 | $86.7K | Hold |
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|
2024
Q4 | $92.7K | Hold |
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|
2024
Q3 | $92.8K | Hold |
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|
2024
Q2 | $87.3K | Hold |
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|
2024
Q1 | $90.4K | Hold |
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|
2023
Q4 | $83.5K | Hold |
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|
2023
Q3 | $76.8K | Hold |
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|
2023
Q2 | $77.4K | Buy |
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|
2023
Q1 | $22.9K | Sell |
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|
2022
Q4 | $72.3K | Buy |
|