Principal Securities’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$301K Hold
2025
Q1
$302K Hold
2024
Q4
$302K Hold
2024
Q3
$302K Sell
2024
Q2
$311K Sell
2024
Q1
$337K Buy
2023
Q4
$220K Buy