IHT Wealth Management’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
Q2 | $294K | Hold |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $377K | Buy |
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|
2024
Q3 | $367K | Hold |
|
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $348K | Hold |
|
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $298K | Buy |
|
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $344K | Hold |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $320K | Buy |
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