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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Buy |
90,812
+11,357
| +14% | +$1.33M | 0.01% | 937 |
|
|
2025
Q4 | $8.88M | Buy |
79,455
+24,647
| +45% | +$2.73M | 0.01% | 1015 |
|
|
2025
Q3 | $6.05M | Sell |
54,808
-16,272
| -23% | -$1.77M | 0.01% | 1192 |
|
|
2025
Q2 | $7.46M | Buy |
71,080
+3,568
| +5% | +$355K | 0.01% | 1033 |
|
|
2025
Q1 | $6.66M | Buy |
67,512
+392
| +0.6% | +$41.2K | 0.01% | 1033 |
|
|
2024
Q4 | $7.08M | Buy |
67,120
+3,627
| +6% | +$394K | 0.01% | 1020 |
|
|
2024
Q3 | $6.71M | Sell |
63,493
-295
| -0.5% | -$30.1K | 0.01% | 1040 |
|
|
2024
Q2 | $6.32M | Buy |
63,788
+3,391
| +6% | +$338K | 0.01% | 1014 |
|
|
2024
Q1 | $6.22M | Buy |
60,397
+9,754
| +19% | +$936K | 0.01% | 1025 |
|
|
2023
Q4 | $4.76M | Sell |
50,643
-18,384
| -27% | -$1.58M | 0.01% | 1124 |
|
|
2023
Q3 | $5.84M | Buy |
69,027
+2,431
| +4% | +$216K | 0.01% | 957 |
|
|
2023
Q2 | $5.9M | Buy |
66,596
+10,673
| +19% | +$899K | 0.01% | 949 |
|
|
2023
Q1 | $4.74M | Buy |
55,923
+8,083
| +17% | +$697K | 0.01% | 1048 |
|
|
2022
Q4 | $3.91M | Buy |
47,840
+6,072
| +15% | +$497K | 0.01% | 1113 |
|
|
2022
Q3 | $3.1M | Buy |
41,768
+25,892
| +163% | +$2.12M | 0.01% | 1193 |
|
|
2022
Q2 | $1.22M | Sell |
15,876
-25,142
| -61% | -$2.1M | ﹤0.01% | 1845 |
|
|
2022
Q1 | $3.73M | Buy |
41,018
+1,820
| +5% | +$164K | 0.01% | 1214 |
|
|
2021
Q4 | $3.75M | Buy |
39,198
+4,310
| +12% | +$406K | 0.01% | 1226 |
|
|
2021
Q3 | $3.11M | Buy |
34,888
+832
| +2% | +$75.8K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $3.1M | Buy |
34,056
+25,722
| +309% | +$2.35M | ﹤0.01% | 1303 |
|
|
2021
Q1 | $735K | Sell |
8,334
-110
| -1% | -$9.29K | ﹤0.01% | 2208 |
|
|
2020
Q4 | $657K | Sell |
8,444
-114
| -1% | -$8.14K | ﹤0.01% | 2143 |
|
|
2020
Q3 | $537K | Buy |
8,558
+696
| +9% | +$44K | ﹤0.01% | 2042 |
|
|
2020
Q2 | $472K | Buy |
7,862
+1,794
| +30% | +$101K | ﹤0.01% | 2080 |
|
|
2020
Q1 | $295K | Buy |
+6,068
| New | +$381K | ﹤0.01% | 2196 |
|
Other funds holding IVOO
HFS
LMIM
SILC
