Atria Wealth Solutions’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 | – | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $358K | Buy |
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|
2024
Q1 | $359K | Buy |
|
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $360K | Buy |
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