Cooper Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,776
| Closed | -$265K | – | 393 |
|
|
2024
Q4 | $265K | Buy |
2,776
+114
| +4% | +$10.9K | 0.03% | 330 |
|
|
2024
Q3 | $255K | Buy |
2,662
+68
| +3% | +$6.51K | 0.03% | 335 |
|
|
2024
Q2 | $227K | Sell |
2,594
-24
| -0.9% | -$2.1K | 0.03% | 351 |
|
|
2024
Q1 | $238K | Sell |
2,618
-3,887
| -60% | -$353K | 0.04% | 320 |
|
|
2023
Q4 | $567K | Buy |
6,505
+302
| +5% | +$26.3K | 0.1% | 187 |
|
|
2023
Q3 | $483K | Buy |
+6,203
| New | +$483K | 0.12% | 195 |
|