Biltmore Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $593K | Buy |
7,034
+432
| +7% | +$36.4K | 0.1% | 79 |
|
|
2021
Q3 | $525K | Sell |
6,602
-94
| -1% | -$7.48K | 0.1% | 82 |
|
|
2021
Q2 | $542K | Buy |
6,696
+900
| +16% | +$72.8K | 0.1% | 69 |
|
|
2021
Q1 | $453K | Sell |
5,796
-2,308
| -28% | -$180K | 0.1% | 76 |
|
|
2020
Q4 | $534K | Sell |
8,104
-2,210
| -21% | -$146K | 0.15% | 57 |
|
|
2020
Q3 | $541K | Buy |
+10,314
| New | +$541K | 0.16% | 50 |
|