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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39K | Hold |
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|
2025
Q2 | $37K | Buy |
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|
2025
Q1 | $36.4K | Hold |
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|
2024
Q4 | $36.4K | Buy |
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|
2024
Q3 | $35.9K | Hold |
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|
2024
Q2 | $32.8K | Hold |
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|
2024
Q1 | $34K | Sell |
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|
2023
Q4 | $84.8K | Buy |
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|
2023
Q3 | $74.6K | Buy |
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|
2023
Q2 | $68.2K | Buy |
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|
2022
Q4 | $45.2K | Buy |
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