FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,572
| Closed | -$274K | – | 334 |
|
|
2019
Q1 | $274K | Buy |
4,572
+82
| +2% | +$4.91K | 0.01% | 277 |
|
|
2018
Q4 | $289K | Hold |
4,490
| – | – | 0.01% | 270 |
|
|
2018
Q3 | $289K | Hold |
4,490
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $279K | Hold |
4,490
| – | – | 0.01% | 258 |
|
|
2018
Q1 | $265K | Buy |
+4,490
| New | +$265K | 0.02% | 235 |
|