Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-260
| Closed | -$13K | – | 533 |
|
|
2020
Q2 | $13K | Hold |
260
| – | – | 0.01% | 319 |
|
|
2020
Q1 | $11K | Buy |
260
+142
| +120% | +$6.01K | 0.01% | 321 |
|
|
2019
Q4 | $8K | Sell |
118
-32
| -21% | -$2.17K | ﹤0.01% | 377 |
|
|
2019
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 342 |
|
|
2019
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 382 |
|
|
2019
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 398 |
|
|
2018
Q4 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 423 |
|