TIAA Trust, National Association’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
3,758
| – | – | ﹤0.01% | 490 |
|
|
2025
Q1 | $371K | Hold |
3,758
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $396K | Sell |
3,758
-308
| -8% | -$32.5K | ﹤0.01% | 483 |
|
|
2024
Q3 | $429K | Hold |
4,066
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $403K | Hold |
4,066
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $419K | Hold |
4,066
| – | – | ﹤0.01% | 459 |
|
|
2023
Q4 | $382K | Hold |
4,066
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $344K | Buy |
+4,066
| New | +$344K | ﹤0.01% | 463 |
|