AWM
Activest Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-244
| Closed | -$41K | – | 383 |
|
|
2022
Q1 | $41K | Buy |
244
+180
| +281% | +$30.2K | 0.03% | 113 |
|
|
2021
Q4 | $11K | Buy |
64
+30
| +88% | +$5.16K | 0.01% | 199 |
|
|
2021
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 286 |
|
|
2021
Q2 | $6K | Hold |
34
| – | – | ﹤0.01% | 245 |
|
|
2021
Q1 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 236 |
|