Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-142
| Closed | -$8K | – | 625 |
|
|
2018
Q3 | $8K | Hold |
142
| – | – | ﹤0.01% | 858 |
|
|
2018
Q2 | $9K | Buy |
142
+52
| +58% | +$3.3K | ﹤0.01% | 819 |
|
|
2018
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 844 |
|
|
2017
Q4 | $6K | Hold |
90
| – | – | ﹤0.01% | 800 |
|
|
2017
Q3 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 864 |
|
|
2017
Q2 | – | Sell |
-90
| Closed | -$5K | – | 723 |
|
|
2017
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 493 |
|
|
2016
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 463 |
|