FirstPurpose Wealth’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 | $349K | Hold |
4,000
| – | – | 0.13% | 148 |
|
|
2023
Q4 | $349K | Hold |
4,000
| – | – | 0.13% | 142 |
|
|
2023
Q3 | $312K | Hold |
4,000
| – | – | 0.13% | 131 |
|
|
2023
Q2 | $329K | Hold |
4,000
| – | – | 0.14% | 124 |
|
|
2023
Q1 | $315K | Hold |
4,000
| – | – | 0.16% | 119 |
|
|
2022
Q4 | $307K | Hold |
4,000
| – | – | 0.17% | 114 |
|
|
2022
Q3 | $278K | Hold |
4,000
| – | – | 0.18% | 100 |
|
|
2022
Q2 | $289K | Hold |
4,000
| – | – | 0.19% | 93 |
|
|
2022
Q1 | $335K | Hold |
4,000
| – | – | 0.26% | 89 |
|
|
2021
Q4 | $337K | Buy |
+4,000
| New | +$337K | 0.21% | 89 |
|