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