Truepoint Inc’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 | $1.91M | Hold |
18,200
| – | – | 0.05% | 56 |
|
|
2025
Q1 | $1.8M | Hold |
18,200
| – | – | 0.05% | 55 |
|
|
2024
Q4 | $1.92M | Hold |
18,200
| – | – | 0.05% | 50 |
|
|
2024
Q3 | $1.92M | Hold |
18,200
| – | – | 0.05% | 49 |
|
|
2024
Q2 | $1.8M | Hold |
18,200
| – | – | 0.05% | 46 |
|
|
2024
Q1 | $1.87M | Buy |
18,200
+9,100
| +100% | +$937K | 0.05% | 45 |
|
|
2023
Q4 | $855K | Hold |
9,100
| – | – | 0.03% | 87 |
|
|
2023
Q3 | $769K | Hold |
9,100
| – | – | 0.02% | 88 |
|
|
2023
Q2 | $806K | Hold |
9,100
| – | – | 0.03% | 76 |
|
|
2023
Q1 | $771K | Hold |
9,100
| – | – | 0.03% | 76 |
|
|
2022
Q4 | $744K | Hold |
9,100
| – | – | 0.03% | 79 |
|
|
2022
Q3 | $676K | Hold |
9,100
| – | – | 0.03% | 75 |
|
|
2022
Q2 | $697K | Hold |
9,100
| – | – | 0.04% | 76 |
|
|
2022
Q1 | $827K | Sell |
9,100
-1,780
| -16% | -$162K | 0.04% | 63 |
|
|
2021
Q4 | $1.04M | Hold |
10,880
| – | – | 0.05% | 59 |
|
|
2021
Q3 | $969K | Hold |
10,880
| – | – | 0.05% | 56 |
|
|
2021
Q2 | $990K | Hold |
10,880
| – | – | 0.05% | 52 |
|
|
2021
Q1 | $960K | Hold |
10,880
| – | – | 0.06% | 49 |
|
|
2020
Q4 | $846K | Buy |
+10,880
| New | +$846K | 0.06% | 49 |
|