LPL Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

LPL Financial’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
2026 Q1	$34.9M	Buy	305,085 +33,295	+12%	+$3.91M	0.01%	1095
2025 Q4	$30.4M	Sell	271,790 -15,710	-5%	-$1.74M	0.01%	1141
2025 Q3	$31.7M	Sell	287,500 -10,344	-3%	-$1.13M	0.01%	1081
2025 Q2	$31.3M	Buy	297,844 +5,597	+2%	+$556K	0.01%	998
2025 Q1	$28.8M	Sell	292,247 -42,048	-13%	-$4.42M	0.01%	941
2024 Q4	$35.3M	Buy	334,295 +25,549	+8%	+$2.78M	0.01%	811
2024 Q3	$32.6M	Sell	308,746 -4,856	-2%	-$496K	0.01%	797
2024 Q2	$31.1M	Buy	313,602 +1,290	+0.4%	+$128K	0.02%	767
2024 Q1	$32.2M	Buy	312,312 +2,544	+0.8%	+$244K	0.02%	727
2023 Q4	$29.1M	Sell	309,768 -2,372	-0.8%	-$204K	0.02%	711
2023 Q3	$26.4M	Buy	312,140 +21,297	+7%	+$1.89M	0.02%	688
2023 Q2	$25.8M	Sell	290,843 -7,453	-2%	-$628K	0.02%	688
2023 Q1	$25.3M	Sell	298,296 -7,512	-2%	-$647K	0.02%	658
2022 Q4	$25M	Buy	305,808 +4,116	+1%	+$337K	0.02%	616
2022 Q3	$22.4M	Buy	301,692 +10,726	+4%	+$878K	0.02%	601
2022 Q2	$22.3M	Sell	290,966 -1,318	-0.5%	-$110K	0.02%	597
2022 Q1	$26.6M	Buy	292,284 +2,662	+0.9%	+$240K	0.02%	555
2021 Q4	$27.7M	Buy	289,622 +28,686	+11%	+$2.7M	0.02%	551
2021 Q3	$23.2M	Buy	260,936 +14,676	+6%	+$1.34M	0.02%	568
2021 Q2	$22.4M	Buy	246,260 +21,178	+9%	+$1.94M	0.02%	557
2021 Q1	$19.9M	Buy	225,082 +10,510	+5%	+$888K	0.02%	554
2020 Q4	$16.7M	Buy	214,572 +6,788	+3%	+$485K	0.02%	535
2020 Q3	$13M	Buy	207,784 +6,080	+3%	+$384K	0.02%	535
2020 Q2	$12.1M	Sell	201,704 -12,898	-6%	-$726K	0.02%	520
2020 Q1	$10.4M	Sell	214,602 -41,266	-16%	-$2.59M	0.02%	489
2019 Q4	$17.8M	Buy	255,868 +11,538	+5%	+$772K	0.03%	396
2019 Q3	$15.9M	Buy	244,330 +4,210	+2%	+$273K	0.03%	385
2019 Q2	$15.8M	Buy	240,120 +6,020	+3%	+$390K	0.03%	382
2019 Q1	$15M	Buy	234,100 +17,426	+8%	+$1.09M	0.03%	376
2018 Q4	$12.1M	Sell	216,674 -149,764	-41%	-$9.22M	0.03%	394
2018 Q3	$24.9M	Buy	366,438 +14,556	+4%	+$988K	0.06%	262
2018 Q2	$23.1M	Buy	351,882 +56,426	+19%	+$3.68M	0.06%	252
2018 Q1	$18.7M	Buy	295,456 +50,518	+21%	+$3.26M	0.05%	286
2017 Q4	$15.7M	Buy	244,938 +57,924	+31%	+$3.62M	0.05%	308
2017 Q3	$11.3M	Buy	187,014 +6,992	+4%	+$411K	0.04%	351
2017 Q2	$10.6M	Sell	180,022 -2,634	-1%	-$154K	0.04%	346
2017 Q1	$10.5M	Buy	182,656 +22,984	+14%	+$1.32M	0.07%	231
2016 Q4	$8.95M	Buy	159,672 +62,784	+65%	+$3.36M	0.07%	243
2016 Q3	$5M	Buy	96,888 +2,472	+3%	+$129K	0.05%	380
2016 Q2	$4.73M	Sell	94,416 -81,850	-46%	-$4.04M	0.04%	394
2016 Q1	$8.43M	Sell	176,266 -12,814	-7%	-$576K	0.02%	491
2015 Q4	$8.76M	Buy	189,080 +101,780	+117%	+$4.89M	0.02%	491
2015 Q3	$4.14M	Buy	87,300 +23,404	+37%	+$1.15M	0.02%	529
2015 Q2	$3.24M	Buy	63,896 +6,290	+11%	+$324K	0.02%	690
2015 Q1	$2.94M	Buy	57,606 +7,162	+14%	+$356K	0.02%	730
2014 Q4	$2.46M	Buy	50,444 +1,628	+3%	+$77.5K	0.01%	777
2014 Q3	$2.23M	Buy	48,816 +1,356	+3%	+$64.6K	0.01%	803
2014 Q2	$2.29M	Buy	47,460 +5,792	+14%	+$268K	0.01%	806
2014 Q1	$1.93M	Buy	41,668 +15,200	+57%	+$687K	0.01%	863
2013 Q4	$1.19M	Buy	26,468 +4,680	+21%	+$204K	0.01%	1127
2013 Q3	$930K	Buy	21,788 +2,338	+12%	+$96.1K	0.01%	1226
2013 Q2	$757K	Buy	+19,450	New	+$758K	0.01%	1293