CAPTRUST Financial Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
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|
2025
Q1 | $689K | Buy |
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|
2024
Q4 | $715K | Buy |
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|
2024
Q3 | $715K | Hold |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $510K | Hold |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $150K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $173K | Buy |
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|
2021
Q3 | $144K | Buy |
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|
2021
Q2 | $124K | Buy |
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