SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.43M | Hold |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $829K | Buy |
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|
2021
Q3 | $651K | Hold |
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|
2021
Q2 | $665K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $251K | Hold |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $289K | Buy |
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