Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $156K | Sell |
|
|||||
|
2024
Q2 | $323K | Buy |
|
|||||
|
2024
Q1 | $156K | Hold |
|
|||||
|
2023
Q4 | $149K | Sell |
|
|||||
|
2023
Q3 | $138K | Hold |
|
|||||
|
2023
Q2 | $146K | Hold |
|
|||||
|
2023
Q1 | $139K | Sell |
|
|||||
|
2022
Q4 | $139K | Hold |
|
|||||
|
2022
Q3 | $126K | Sell |
|
|||||
|
2022
Q2 | $221K | Buy |
|
|||||
|
2022
Q1 | $152K | Sell |
|
|||||
|
2021
Q4 | $233K | Sell |
|
|||||
|
2021
Q3 | $223K | Buy |
|
|||||
|
2021
Q2 | $203K | Sell |
|
|||||
|
2021
Q1 | $205K | Sell |
|
|||||
|
2020
Q4 | $261K | Sell |
|
|||||
|
2020
Q3 | $417K | Sell |
|
|||||
|
2020
Q2 | $423K | Buy |
|
|||||
|
2020
Q1 | $180K | Sell |
|
|||||
|
2019
Q4 | $1.47M | Buy |
|