AMG National Trust Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $333K | Hold |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $278K | Hold |
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|
2021
Q2 | $282K | Buy |
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