IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
3,080
| – | – | 0.01% | 899 |
|
|
2025
Q1 | $284K | Sell |
3,080
-861
| -22% | -$79.3K | 0.01% | 881 |
|
|
2024
Q4 | $377K | Buy |
3,941
+103
| +3% | +$9.84K | 0.01% | 784 |
|
|
2024
Q3 | $367K | Hold |
3,838
| – | – | 0.01% | 828 |
|
|
2024
Q2 | $336K | Hold |
3,838
| – | – | 0.01% | 759 |
|
|
2024
Q1 | $348K | Hold |
3,838
| – | – | 0.01% | 746 |
|
|
2023
Q4 | $335K | Buy |
3,838
+43
| +1% | +$3.75K | 0.01% | 726 |
|
|
2023
Q3 | $296K | Hold |
3,795
| – | – | 0.02% | 737 |
|
|
2023
Q2 | $312K | Hold |
3,795
| – | – | 0.02% | 708 |
|
|
2023
Q1 | $298K | Buy |
3,795
+1
| +0% | +$79 | 0.02% | 709 |
|
|
2022
Q4 | $291K | Sell |
3,794
-60
| -2% | -$4.6K | 0.02% | 665 |
|
|
2022
Q3 | $267K | Buy |
3,854
+6
| +0.2% | +$416 | 0.02% | 659 |
|
|
2022
Q2 | $278K | Sell |
3,848
-264
| -6% | -$19.1K | 0.02% | 550 |
|
|
2022
Q1 | $344K | Hold |
4,112
| – | – | 0.03% | 524 |
|
|
2021
Q4 | $347K | Buy |
4,112
+88
| +2% | +$7.43K | 0.03% | 554 |
|
|
2021
Q3 | $320K | Buy |
+4,024
| New | +$320K | 0.03% | 573 |
|