AE Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $383K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $925K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $1.78M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $325K | Sell |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $320K | Buy |
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