Rockefeller Capital Management’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 | $4.62M | Buy |
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|
2025
Q1 | $4.29M | Sell |
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|
2024
Q4 | $6.15M | Buy |
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|
2024
Q3 | $2.97M | Sell |
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|
2024
Q2 | $3.14M | Buy |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $2.34M | Sell |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $2.92M | Buy |
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|
2022
Q4 | $2.81M | Buy |
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|
2022
Q3 | $2.52M | Buy |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $3.16M | Buy |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $3.01M | Buy |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $2.7M | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $374K | Buy |
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|
2020
Q1 | $289K | Buy |
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|
2019
Q4 | $237K | Buy |
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|
2019
Q3 | $133K | Buy |
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