Essex Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,522
| Closed | -$220K | – | 547 |
|
|
2023
Q4 | $220K | Buy |
+2,522
| New | +$220K | 0.02% | 462 |
|
|
2023
Q3 | – | Sell |
-2,522
| Closed | -$208K | – | 483 |
|
|
2023
Q2 | $208K | Buy |
+2,522
| New | +$208K | 0.02% | 444 |
|
|
2022
Q2 | – | Sell |
-2,522
| Closed | -$211K | – | 500 |
|
|
2022
Q1 | $211K | Buy |
+2,522
| New | +$211K | 0.02% | 468 |
|