Bartlett & Co Wealth Management’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 | $25.6K | Hold |
268
| – | – | ﹤0.01% | 774 |
|
|
2025
Q1 | $24.7K | Hold |
268
| – | – | ﹤0.01% | 788 |
|
|
2024
Q4 | $25.6K | Hold |
268
| – | – | ﹤0.01% | 769 |
|
|
2024
Q3 | $25.7K | Hold |
268
| – | – | ﹤0.01% | 773 |
|
|
2024
Q2 | $23.5K | Buy |
268
+100
| +60% | +$8.76K | ﹤0.01% | 795 |
|
|
2024
Q1 | $15.3K | Hold |
168
| – | – | ﹤0.01% | 860 |
|
|
2023
Q4 | $14.8K | Buy |
+168
| New | +$14.8K | ﹤0.01% | 936 |
|