Atria Wealth Solutions’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 | – | Sell |
-4,347
| Closed | -$400K | – | 1695 |
|
|
2025
Q1 | $400K | Buy |
4,347
+272
| +7% | +$25K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $389K | Sell |
4,075
-6
| -0.1% | -$573 | ﹤0.01% | 1381 |
|
|
2024
Q3 | $391K | Sell |
4,081
-2
| -0% | -$191 | ﹤0.01% | 1353 |
|
|
2024
Q2 | $358K | Buy |
4,083
+133
| +3% | +$11.6K | ﹤0.01% | 1389 |
|
|
2024
Q1 | $359K | Buy |
3,950
+27
| +0.7% | +$2.45K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $342K | Buy |
3,923
+10
| +0.3% | +$872 | ﹤0.01% | 1405 |
|
|
2023
Q3 | $305K | Buy |
3,913
+73
| +2% | +$5.69K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $316K | Sell |
3,840
-195
| -5% | -$16.1K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $317K | Sell |
4,035
-77
| -2% | -$6.06K | ﹤0.01% | 1374 |
|
|
2022
Q4 | $315K | Sell |
4,112
-16
| -0.4% | -$1.23K | 0.01% | 1324 |
|
|
2022
Q3 | $286K | Sell |
4,128
-126
| -3% | -$8.74K | 0.01% | 1317 |
|
|
2022
Q2 | $307K | Sell |
4,254
-40
| -0.9% | -$2.89K | 0.01% | 1177 |
|
|
2022
Q1 | $360K | Buy |
+4,294
| New | +$360K | 0.01% | 1233 |
|