Bruce G. Allen Investments’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 | $67.5K | Hold |
707
| – | – | 0.05% | 214 |
|
|
2025
Q1 | $65.1K | Hold |
707
| – | – | 0.05% | 202 |
|
|
2024
Q4 | $67.6K | Buy |
707
+12
| +2% | +$1.15K | 0.05% | 206 |
|
|
2024
Q3 | $66.5K | Hold |
695
| – | – | 0.05% | 212 |
|
|
2024
Q2 | $60.9K | Hold |
695
| – | – | 0.05% | 214 |
|
|
2024
Q1 | $63.1K | Buy |
+695
| New | +$63.1K | 0.05% | 203 |
|