Stifel Financial’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 | $7.46M | Buy |
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|
2025
Q1 | $6.66M | Buy |
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|
2024
Q4 | $7.08M | Buy |
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|
2024
Q3 | $6.71M | Sell |
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|
2024
Q2 | $6.32M | Buy |
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|
2024
Q1 | $6.22M | Buy |
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|
2023
Q4 | $4.76M | Sell |
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|
2023
Q3 | $5.84M | Buy |
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|
2023
Q2 | $5.9M | Buy |
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|
2023
Q1 | $4.74M | Buy |
|
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|
2022
Q4 | $3.91M | Buy |
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|
2022
Q3 | $3.1M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $3.73M | Buy |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $3.1M | Buy |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $657K | Sell |
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|
2020
Q3 | $537K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $295K | Buy |
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