Essex Savings Bank’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
$293K Sell
2,791
-2,783
-50% -$292K 0.07% 220
2025
Q1
$550K Sell
5,574
-572
-9% -$56.5K 0.14% 138
2024
Q4
$648K Hold
6,146
0.16% 123
2024
Q3
$649K Buy
+6,146
New +$649K 0.16% 127