American Financial & Tax Strategies’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
13,491
+22
| +0.2% | +$2.1K | 0.67% | 44 |
|
|
2025
Q1 | $1.24M | Sell |
13,469
-1,435
| -10% | -$132K | 0.67% | 44 |
|
|
2024
Q4 | $1.42M | Sell |
14,904
-103
| -0.7% | -$9.84K | 0.74% | 40 |
|
|
2024
Q3 | $1.44M | Sell |
15,007
-28
| -0.2% | -$2.68K | 0.73% | 42 |
|
|
2024
Q2 | $1.32M | Sell |
15,035
-26
| -0.2% | -$2.28K | 0.69% | 45 |
|
|
2024
Q1 | $1.37M | Sell |
15,061
-35
| -0.2% | -$3.18K | 0.73% | 44 |
|
|
2023
Q4 | $1.32M | Buy |
+15,096
| New | +$1.32M | 0.75% | 43 |
|