Founders Capital Management (Texas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.5K | Hold |
770
| – | – | 0.04% | 104 |
|
|
2025
Q1 | $70.9K | Hold |
770
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $73.6K | Hold |
770
| – | – | 0.05% | 104 |
|
|
2024
Q3 | $73.7K | Hold |
770
| – | – | 0.04% | 104 |
|
|
2024
Q2 | $67.4K | Hold |
770
| – | – | 0.04% | 113 |
|
|
2024
Q1 | $69.9K | Hold |
770
| – | – | 0.05% | 115 |
|
|
2023
Q4 | $67.1K | Sell |
770
-188
| -20% | -$16.4K | 0.05% | 115 |
|
|
2023
Q3 | $74.6K | Sell |
958
-204
| -18% | -$15.9K | 0.06% | 97 |
|
|
2023
Q2 | $95.7K | Hold |
1,162
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $91K | Buy |
+1,162
| New | +$91K | 0.07% | 92 |
|