Heritage Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $965K | Hold |
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|
2025
Q2 | $914K | Hold |
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|
2025
Q1 | $881K | Hold |
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|
2024
Q4 | $915K | Hold |
|
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|
2024
Q3 | $916K | Hold |
|
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|
2024
Q2 | $838K | Hold |
|
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|
2024
Q1 | $869K | Hold |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $899K | Hold |
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|
2023
Q2 | $950K | Hold |
|
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|
2023
Q1 | $908K | Sell |
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|
2022
Q4 | $905K | Buy |
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|
2022
Q3 | $816K | Hold |
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|
2022
Q2 | $850K | Hold |
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|
2022
Q1 | $985K | Hold |
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|
2021
Q4 | $992K | Buy |
|