Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $755K | Buy |
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|
2024
Q1 | $709K | Sell |
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|
2023
Q4 | $652K | Hold |
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|
2023
Q3 | $586K | Hold |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $217K | Sell |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10M | Buy |
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