IWA
IVC Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
28,844
+4,000
| +16% | +$658K | 2.31% | 9 |
|
|
2025
Q1 | $3.99M | Buy |
24,844
+4,917
| +25% | +$789K | 2.15% | 10 |
|
|
2024
Q4 | $3.22M | Buy |
19,927
+331
| +2% | +$53.5K | 1.8% | 10 |
|
|
2024
Q3 | $3.29M | Sell |
19,596
-95
| -0.5% | -$15.9K | 1.8% | 9 |
|
|
2024
Q2 | $2.96M | Buy |
19,691
+558
| +3% | +$83.9K | 1.66% | 11 |
|
|
2024
Q1 | $2.98M | Buy |
19,133
+1,405
| +8% | +$219K | 1.72% | 8 |
|
|
2023
Q4 | $2.57M | Buy |
17,728
+305
| +2% | +$44.2K | 1.6% | 9 |
|
|
2023
Q3 | $2.28M | Buy |
17,423
+570
| +3% | +$74.6K | 1.53% | 8 |
|
|
2023
Q2 | $2.33M | Buy |
16,853
+2,006
| +14% | +$278K | 1.48% | 9 |
|
|
2023
Q1 | $1.99M | Buy |
14,847
+1,129
| +8% | +$151K | 1.41% | 11 |
|
|
2022
Q4 | $1.86M | Buy |
13,718
+122
| +0.9% | +$16.5K | 1.37% | 14 |
|
|
2022
Q3 | $1.66M | Buy |
13,596
+1,177
| +9% | +$143K | 1.33% | 14 |
|
|
2022
Q2 | $1.61M | Buy |
12,419
+188
| +2% | +$24.3K | 1.24% | 14 |
|
|
2022
Q1 | $1.83M | Buy |
12,231
+1,223
| +11% | +$183K | 1.2% | 13 |
|
|
2021
Q4 | $1.66M | Buy |
11,008
+1,794
| +19% | +$270K | 1.07% | 18 |
|
|
2021
Q3 | $1.29M | Buy |
9,214
+365
| +4% | +$50.9K | 0.89% | 27 |
|
|
2021
Q2 | $1.24M | Buy |
8,849
+2,078
| +31% | +$292K | 0.87% | 26 |
|
|
2021
Q1 | $913K | Buy |
6,771
+3,175
| +88% | +$428K | 0.72% | 36 |
|
|
2020
Q4 | $428K | Buy |
+3,596
| New | +$428K | 0.41% | 68 |
|