EP Wealth Advisors’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 | $2.83M | Hold |
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|
2025
Q1 | $2.72M | Hold |
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|
2024
Q4 | $2.83M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $437K | Hold |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $467K | Hold |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $552K | Sell |
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|
2021
Q3 | $524K | Hold |
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|
2021
Q2 | $533K | Sell |
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|
2021
Q1 | $753K | Hold |
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|
2020
Q4 | $634K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $659K | Sell |
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|
2019
Q4 | $1.17M | Buy |
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