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Idaho Trust Bank’s Vanguard Mid-Cap ETF VO Stock Holding History

Idaho Trust Bank’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-35,444
Closed -$2.21M – 149
2024
Q1 		$2.21M Buy
+35,444
New +$2.09M 2.14% 14

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Idaho Trust Bank's VO Position: Q2 2024 in Review

Idaho Trust Bank sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 35,444 shares — an estimated $2.21M sold.

Idaho Trust Bank first reported a position in VO in Q1 2024 and held it in 1 quarter. The position peaked at $2.21M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Idaho Trust Bank reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 35,444 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $2.21M.
  • Idaho Trust Bank first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Vanguard Mid-Cap ETF position peaked at $2.21M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.