Baldwin Wealth Partners’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
2023
Q3
Sell
-102
Closed -$8.4K 765
2023
Q2
$8.4K Hold
102
﹤0.01% 604
2023
Q1
$8.02K Hold
102
﹤0.01% 636
2022
Q4
$7.82K Buy
+102
New +$7.82K ﹤0.01% 629