IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-260
| Closed | -$23.6K | – | 3280 |
|
|
2024
Q1 | $23.6K | Hold |
260
| – | – | ﹤0.01% | 1895 |
|
|
2023
Q4 | $22.7K | Hold |
260
| – | – | ﹤0.01% | 1856 |
|
|
2023
Q3 | $20.3K | Hold |
260
| – | – | ﹤0.01% | 1943 |
|
|
2023
Q2 | $21.4K | Hold |
260
| – | – | ﹤0.01% | 1962 |
|
|
2023
Q1 | $32.3K | Hold |
260
| – | – | ﹤0.01% | 1791 |
|
|
2022
Q4 | $16K | Sell |
260
-288
| -53% | -$17.7K | ﹤0.01% | 3068 |
|
|
2022
Q3 | $34K | Hold |
548
| – | – | ﹤0.01% | 2667 |
|
|
2022
Q2 | $34K | Hold |
548
| – | – | ﹤0.01% | 2432 |
|
|
2022
Q1 | $34K | Hold |
548
| – | – | ﹤0.01% | 2432 |
|
|
2021
Q4 | $46K | Hold |
548
| – | – | ﹤0.01% | 1556 |
|
|
2021
Q3 | $44K | Hold |
548
| – | – | ﹤0.01% | 1588 |
|
|
2021
Q2 | $44K | Buy |
548
+260
| +90% | +$20.9K | ﹤0.01% | 1584 |
|
|
2021
Q1 | $22K | Buy |
+288
| New | +$22K | ﹤0.01% | 1809 |
|
|
2019
Q1 | $2K | Sell |
30
-524
| -95% | -$34.9K | ﹤0.01% | 2085 |
|
|
2018
Q4 | $29K | Buy |
554
+8
| +1% | +$419 | ﹤0.01% | 1898 |
|
|
2018
Q3 | $35K | Hold |
546
| – | – | ﹤0.01% | 2092 |
|
|
2018
Q2 | $34K | Buy |
546
+200
| +58% | +$12.5K | ﹤0.01% | 2121 |
|
|
2018
Q1 | $21K | Hold |
346
| – | – | ﹤0.01% | 2355 |
|
|
2017
Q4 | $21K | Sell |
346
-1,960
| -85% | -$119K | ﹤0.01% | 2353 |
|
|
2017
Q3 | $135K | Hold |
2,306
| – | – | 0.01% | 1368 |
|
|
2017
Q2 | $131K | Buy |
2,306
+854
| +59% | +$48.5K | 0.01% | 1376 |
|
|
2017
Q1 | $82K | Buy |
1,452
+56
| +4% | +$3.16K | ﹤0.01% | 1623 |
|
|
2016
Q4 | $77K | Buy |
1,396
+726
| +108% | +$40K | ﹤0.01% | 1608 |
|
|
2016
Q3 | $34K | Hold |
670
| – | – | ﹤0.01% | 2043 |
|
|
2016
Q2 | $33K | Buy |
670
+640
| +2,133% | +$31.5K | ﹤0.01% | 2005 |
|
|
2016
Q1 | $2K | Sell |
30
-640
| -96% | -$42.7K | ﹤0.01% | 2085 |
|
|
2015
Q4 | $30K | Buy |
+670
| New | +$30K | ﹤0.01% | 1906 |
|