CVA Family Office’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 |
-22
| Closed | -$2.1K | – | 1429 |
|
2024
Q4 | $2.1K | Hold |
22
| – | – | ﹤0.01% | 983 |
|
2024
Q3 | $2.11K | Hold |
22
| – | – | ﹤0.01% | 974 |
|
2024
Q2 | $1.93K | Hold |
22
| – | – | ﹤0.01% | 970 |
|
2024
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 933 |
|
2023
Q4 | $1.92K | Buy |
+22
| New | +$1.92K | ﹤0.01% | 914 |
|
2023
Q3 | – | Sell |
-22
| Closed | -$1.81K | – | 593 |
|
2023
Q2 | $1.81K | Hold |
22
| – | – | ﹤0.01% | 895 |
|
2023
Q1 | $1.73K | Buy |
+22
| New | +$1.73K | ﹤0.01% | 868 |
|