&Partners’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
$2.53M Buy
23,914
+12,216
+104% +$1.29M 0.02% 576
2025
Q1
$1.15M Buy
11,698
+37
+0.3% +$3.65K 0.01% 771
2024
Q4
$1.24M Buy
11,661
+3,314
+40% +$353K 0.01% 677
2024
Q3
$882K Buy
8,347
+340
+4% +$35.9K 0.02% 613
2024
Q2
$794K Buy
+8,007
New +$794K 0.03% 406