Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $98.2K | Hold |
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|
2024
Q2 | $89.8K | Hold |
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|
2024
Q1 | $93.2K | Hold |
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|
2023
Q4 | $89.4K | Hold |
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|
2023
Q3 | $79.9K | Hold |
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|
2023
Q2 | $84.5K | Sell |
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|
2023
Q1 | $91.4K | Hold |
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|
2022
Q4 | $89.1K | Hold |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $84K | Hold |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $92K | Buy |
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|
2021
Q2 | $89K | Sell |
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|
2021
Q1 | $96K | Hold |
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|
2020
Q4 | $81K | Sell |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $90K | Sell |
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|
2020
Q1 | $82K | Buy |
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|
2019
Q4 | $123K | Sell |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $400K | Buy |
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|
2018
Q3 | $23K | Buy |
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