Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-56
| Closed | -$4.3K | – | 3795 |
|
|
2022
Q4 | $4.3K | Buy |
+56
| New | +$4.3K | ﹤0.01% | 2987 |
|
|
2022
Q2 | – | Sell |
-1,230
| Closed | -$103K | – | 1201 |
|
|
2022
Q1 | $103K | Hold |
1,230
| – | – | 0.01% | 1205 |
|
|
2021
Q4 | $104K | Buy |
+1,230
| New | +$104K | 0.01% | 1173 |
|
|
2021
Q3 | – | Sell |
-1,230
| Closed | -$100K | – | 1216 |
|
|
2021
Q2 | $100K | Buy |
+1,230
| New | +$100K | 0.01% | 1128 |
|