Dorsey & Whitney 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
Q3 | $382K | Hold |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $862K | Hold |
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $435K | Hold |
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|
2021
Q1 | $422K | Hold |
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|
2020
Q4 | $372K | Hold |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $570K | Hold |
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|
2020
Q1 | $461K | Hold |
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|
2019
Q4 | $659K | Hold |
|
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|
2019
Q3 | $619K | Hold |
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|
2019
Q2 | $622K | Hold |
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|
2019
Q1 | $606K | Hold |
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|
2018
Q4 | $530K | Hold |
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|
2018
Q3 | $644K | Hold |
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|
2018
Q2 | $623K | Hold |
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|
2018
Q1 | $601K | Hold |
|
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|
2017
Q4 | $606K | Hold |
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|
2017
Q3 | $573K | Hold |
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|
2017
Q2 | $557K | Hold |
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|
2017
Q1 | $548K | Buy |
|