Creative Planning’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
Q2 | $954K | Buy |
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|
2025
Q1 | $919K | Hold |
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|
2024
Q4 | $954K | Sell |
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|
2024
Q3 | $960K | Sell |
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|
2024
Q2 | $950K | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.08M | Hold |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $983K | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $979K | Buy |
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|
2021
Q1 | $859K | Hold |
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|
2020
Q4 | $724K | Buy |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $681K | Hold |
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|
2019
Q3 | $646K | Hold |
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|
2019
Q2 | $643K | Hold |
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|
2019
Q1 | $628K | Sell |
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|
2018
Q4 | $560K | Sell |
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|
2018
Q3 | $692K | Buy |
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|
2018
Q2 | $661K | Hold |
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|
2018
Q1 | $628K | Buy |
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|
2017
Q4 | $636K | Hold |
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|
2017
Q3 | $612K | Buy |
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|
2017
Q2 | $289K | Hold |
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|
2017
Q1 | $287K | Sell |
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|
2016
Q4 | $304K | Buy |
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|
2016
Q3 | $258K | Sell |
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|
2016
Q2 | $294K | Buy |
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