Lebenthal Global Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Lebenthal Global Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.17M	Sell
2025 Q1	$7.78M	Buy
2024 Q4	$8.14M	Buy
2024 Q3	$6.27M	Buy
2024 Q2	$3.58M	Sell
2024 Q1	$3.72M	Sell
2023 Q4	$3.44M	Buy
2023 Q3	$1M	Buy