Truepoint Inc’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
Q3 | $2.01M | Hold |
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|
2025
Q2 | $1.91M | Hold |
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|
2025
Q1 | $1.8M | Hold |
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|
2024
Q4 | $1.92M | Hold |
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|
2024
Q3 | $1.92M | Hold |
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|
2024
Q2 | $1.8M | Hold |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $855K | Hold |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $806K | Hold |
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|
2023
Q1 | $771K | Hold |
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|
2022
Q4 | $744K | Hold |
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|
2022
Q3 | $676K | Hold |
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|
2022
Q2 | $697K | Hold |
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|
2022
Q1 | $827K | Sell |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $969K | Hold |
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|
2021
Q2 | $990K | Hold |
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|
2021
Q1 | $960K | Hold |
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|
2020
Q4 | $846K | Buy |
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