FSA
Fort Sheridan Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
10,845
-498
| -4% | -$52.3K | 0.16% | 95 |
|
|
2025
Q1 | $1.12M | Buy |
11,343
+361
| +3% | +$35.6K | 0.17% | 89 |
|
|
2024
Q4 | $1.16M | Buy |
10,982
+2,448
| +29% | +$258K | 0.17% | 90 |
|
|
2024
Q3 | $901K | Buy |
8,534
+1,711
| +25% | +$181K | 0.14% | 105 |
|
|
2024
Q2 | $676K | Buy |
+6,823
| New | +$676K | 0.11% | 117 |
|