Golden State Wealth Management’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
Q2 | – | Sell |
-1,320
| Closed | -$56K | – | 539 |
|
|
2020
Q1 | $56K | Buy |
+1,320
| New | +$56K | 0.02% | 343 |
|
|
2019
Q4 | – | Sell |
-1,298
| Closed | -$80K | – | 489 |
|
|
2019
Q3 | $80K | Buy |
1,298
+2
| +0.2% | +$123 | 0.03% | 346 |
|
|
2019
Q2 | $79K | Sell |
1,296
-2
| -0.2% | -$122 | 0.03% | 370 |
|
|
2019
Q1 | $78K | Buy |
+1,298
| New | +$78K | 0.03% | 362 |
|