Crestwood Advisors Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
3,090
+25
| +0.8% | +$2.62K | 0.01% | 424 |
|
|
2025
Q1 | $303K | Sell |
3,065
-150
| -5% | -$14.8K | 0.01% | 419 |
|
|
2024
Q4 | $339K | Buy |
3,215
+212
| +7% | +$22.4K | 0.01% | 362 |
|
|
2024
Q3 | $317K | Hold |
3,003
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $298K | Buy |
3,003
+99
| +3% | +$9.81K | 0.01% | 350 |
|
|
2024
Q1 | $299K | Sell |
2,904
-10
| -0.3% | -$1.03K | 0.01% | 357 |
|
|
2023
Q4 | $274K | Hold |
2,914
| – | – | 0.01% | 341 |
|
|
2023
Q3 | $246K | Buy |
+2,914
| New | +$246K | 0.01% | 318 |
|