Creative Financial Designs’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
Q2 | $19.9K | Hold |
208
| – | – | ﹤0.01% | 1143 |
|
|
2025
Q1 | $19.1K | Hold |
208
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q4 | $19.9K | Hold |
208
| – | – | ﹤0.01% | 1052 |
|
|
2024
Q3 | $19.9K | Hold |
208
| – | – | ﹤0.01% | 1034 |
|
|
2024
Q2 | $18.2K | Hold |
208
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q1 | $18.9K | Hold |
208
| – | – | ﹤0.01% | 983 |
|
|
2023
Q4 | $18.1K | Hold |
208
| – | – | ﹤0.01% | 943 |
|
|
2023
Q3 | $16.2K | Hold |
208
| – | – | ﹤0.01% | 909 |
|
|
2023
Q2 | $17.1K | Buy |
+208
| New | +$17.1K | ﹤0.01% | 886 |
|
|
2021
Q2 | – | Sell |
-108
| Closed | -$8K | – | 1432 |
|
|
2021
Q1 | $8K | Hold |
108
| – | – | ﹤0.01% | 976 |
|
|
2020
Q4 | $7K | Sell |
108
-2
| -2% | -$130 | ﹤0.01% | 920 |
|
|
2020
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 893 |
|
|
2020
Q2 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 847 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$11K | – | 608 |
|
|
2018
Q4 | $11K | Sell |
200
-60
| -23% | -$3.3K | 0.01% | 352 |
|
|
2018
Q3 | $17K | Hold |
260
| – | – | 0.01% | 359 |
|
|
2018
Q2 | $16K | Hold |
260
| – | – | 0.01% | 391 |
|
|
2018
Q1 | $15K | Hold |
260
| – | – | 0.01% | 370 |
|
|
2017
Q4 | $16K | Hold |
260
| – | – | 0.01% | 347 |
|
|
2017
Q3 | $15K | Hold |
260
| – | – | 0.01% | 368 |
|
|
2017
Q2 | $15K | Sell |
260
-250
| -49% | -$14.4K | 0.01% | 359 |
|
|
2017
Q1 | $29K | Sell |
510
-24
| -4% | -$1.37K | 0.02% | 279 |
|
|
2016
Q4 | $29K | Buy |
+534
| New | +$29K | 0.02% | 275 |
|