Cerity Partners’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
Q3 | $236K | Hold |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $223K | Buy |
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