Glass Jacobson Investment Advisors’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 | $37K | Buy |
387
+6
| +2% | +$573 | 0.01% | 324 |
|
|
2025
Q1 | $36.4K | Hold |
381
| – | – | 0.01% | 419 |
|
|
2024
Q4 | $36.4K | Buy |
381
+6
| +2% | +$574 | 0.01% | 419 |
|
|
2024
Q3 | $35.9K | Hold |
375
| – | – | 0.01% | 416 |
|
|
2024
Q2 | $32.8K | Hold |
375
| – | – | 0.01% | 408 |
|
|
2024
Q1 | $34K | Sell |
375
-597
| -61% | -$54.2K | 0.01% | 408 |
|
|
2023
Q4 | $84.8K | Buy |
972
+14
| +1% | +$1.22K | 0.03% | 285 |
|
|
2023
Q3 | $74.6K | Buy |
958
+129
| +16% | +$10K | 0.03% | 291 |
|
|
2023
Q2 | $68.2K | Buy |
+829
| New | +$68.2K | 0.03% | 302 |
|
|
2022
Q4 | $45.2K | Buy |
+590
| New | +$45.2K | 0.02% | 352 |
|