EI
Ellevest Inc’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,816
| Closed | -$236K | – | 1201 |
|
2019
Q4 | $236K | Hold |
1,816
| – | – | 0.07% | 65 |
|
2019
Q3 | $224K | Hold |
1,816
| – | – | 0.08% | 51 |
|
2019
Q2 | $223K | Sell |
1,816
-613
| -25% | -$75.3K | 0.09% | 49 |
|
2019
Q1 | $291K | Buy |
+2,429
| New | +$291K | 0.14% | 35 |
|