Ameritas Advisory Services’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 | $183K | Buy |
+1,919
| New | +$183K | 0.01% | 768 |
|
2024
Q3 | – | Sell |
-2,508
| Closed | -$220K | – | 894 |
|
2024
Q2 | $220K | Sell |
2,508
-996
| -28% | -$87.2K | 0.01% | 831 |
|
2024
Q1 | $316K | Buy |
3,504
+665
| +23% | +$59.9K | 0.01% | 690 |
|
2023
Q4 | $247K | Buy |
+2,839
| New | +$247K | 0.01% | 609 |
|
2023
Q2 | – | Sell |
-1,317
| Closed | -$103K | – | 1562 |
|
2023
Q1 | $103K | Buy |
+1,317
| New | +$103K | 0.01% | 990 |
|