FirstPurpose Wealth’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

FirstPurpose Wealth’s Portfolio IVOV Stock Details IVOV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$349K	Hold
2023 Q4	$349K	Hold
2023 Q3	$312K	Hold
2023 Q2	$329K	Hold
2023 Q1	$315K	Hold
2022 Q4	$307K	Hold
2022 Q3	$278K	Hold
2022 Q2	$289K	Hold
2022 Q1	$335K	Hold
2021 Q4	$337K	Buy