Global Retirement Partners’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 | $84.8K | Buy |
+888
| New | +$84.8K | ﹤0.01% | 1510 |
|
2024
Q4 | $84.9K | Buy |
888
+630
| +244% | +$60.2K | ﹤0.01% | 1354 |
|
2024
Q3 | $24.7K | Hold |
258
| – | – | ﹤0.01% | 1890 |
|
2024
Q2 | $22.6K | Hold |
258
| – | – | ﹤0.01% | 1921 |
|
2024
Q1 | $23.4K | Hold |
258
| – | – | ﹤0.01% | 1741 |
|
2023
Q4 | $21.7K | Hold |
258
| – | – | ﹤0.01% | 1720 |
|
2023
Q3 | $19.6K | Hold |
258
| – | – | ﹤0.01% | 1655 |
|
2023
Q2 | $21.2K | Hold |
258
| – | – | ﹤0.01% | 1643 |
|
2023
Q1 | $19.7K | Buy |
+258
| New | +$19.7K | ﹤0.01% | 1643 |
|